How to Update Organization Information
- Navigate to Organization > Settings.
- Enter or update the organization name in the Name field.
- Enter or update the street address in the Address field.
- Enter or update the Postal code.
- Enter or update the City.
- Select your country from the Country dropdown or start typing to search.
- Enter or update the contact email in the Email field.
- Enter or update the State (if applicable).
- Enter or update the Invoice email (if different from contact email).
- Click the Save button to apply your changes.
Note: The Save button is disabled until all required fields contain valid information.
Required Fields for the Organization Information
The following fields must be completed before you can save organization settings:
- Name – Your organization's name
- Address – Street address
- Postal code – Zip or postal code
- City – City name
- Country – Select from the dropdown
- Email – Primary contact email
Important: If you remove data from any required field, you'll see a validation message prompting you to enter the missing information.
Tactplan Schedule - Plans_Client - Settings (2.4.0)