Our organization has a corporate name, to where all our correspondence (payments, mailings, etc) need to go. Our offices have location names. How can I indicate our location name on correspondence while showing the corporate address?

If there needs to be a different name that appears on correspondence, ensure the desired name is entered in the field “Correspondence Name.”

Note: The Correspondence Name should not be a staff person’s name, rather it should reflect the office entity.

• Click the word “Setup” and “Offices”
• Click Office Setup option from the drop-down list
• Select the desired office location
• Click the Statement Tab
• Click the Edit Office button
• Review/Change Correspondence Name field 
• Save