To edit or add to the organization profile, from the organization's home screen select Settings --> then "Organization Profile" --> then click on "Edit".
Once you are done editing, be sure to hit the "Save" button to save changes.
The organization profile has the following fields. A few of these fields can pull into the session notes as "imported fields". Imported fields will pull the information from the organization profile into the session note automatically. To add these fields into a note template, please refer to this article: Adding Learner, Member, and Organization Profile Information into a Note Template
Current member profile fields include:
Note: Fields that can be added to note templates are bolded
- Unique Name (name within Motivity)
- Name
- Phone
- Website
- Tax ID
- Address
- Notes
- Can use for specific organization information you want others to reference. Can include links to websites you want your staff/users to quickly reference.
Created: 8/5/23