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Organization Names window

Select File> System Setup, and click Organization Names

Org Codes

List of codes for the available organizations

Org

(Required) Use this field to enter a code for the selected organization

Default Organization

(Optional) Select this option to identify the default organization. An asterisk displays to the right of the default organization in the Org Codes list.

Is Fund

(Optional) Select this option to indicate that the organization is also a fund

Name

(Optional) Use this field to specify the full name of the organization. A maximum of 60 alphanumeric characters can be entered.

Invoice Mail Address

(Optional) Use this field to specify the organization's complete address where invoices and other correspondence are to be mailed. Used on reports where the name and address display as a block, such as invoices.

Logo

(Optional) Use this field to past the organization's logo into this area of the window.

Letterhead like Single Line Address

(Optional) Use this field to enter the organization's letterhead is in a single line address. This information is used on reports where the address appears in single line, such as event confirmations.

Interest Code

(Optional) This list contains the fields for entering the interest codes associated with each fund. The interest codes that display are defined on the Set up interest codes window (from Customers, select Set up Fund Raising > Interest codes). The Set up Fund Raising task list only displays if you are licensed for Fund Raising.

Taxation Method

Registration Number

Specifies the registration number associated with the organization or fund. Fundraising organizations must have a registration number (Canada) or tax identification number (United States) in order to claim and verify their tax-exempt status. This field only displays if you are licensed for Fund Raising.

In This Section

To define an entity/organization/fund

See Also

Setting Up Organization Names


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