Customize Organization Referring Name
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Customize Organization Referring Name

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    Light
  • PDF

Important

This can only be done by an Admin.

Customize the way you refer to the organizations (clients/departments) you are working for.

Note

Any changes will be applied to all users under your company account.

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Managing how you Refer to Organizations

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Name".

Administration 1.png

Customization.png

Organizations.png

Name organization.png

  1. Select how you refer to organizations from the dropdown menu. To create a custom name, select other from the dropdown menu and enter the required fields.
    Name 1

  2. Click "Save".
    Name 2


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