Customizing Your Organization Information

TTR allows you to store important details, photos, videos, documents, URLs, and notes associated with your oganization. Your organization’s name, address, and telephone number can appear on the TTR Home screen at the upper left, and you can have your logo appear at the upper right. The instructions on this page explain how to add and change your organization information.

On the Home screen in the Customization section, click the Organization Info button, or click Customization on the horizontal navigation bar at the top of the Home screen and select Organization Info from the dropdown list.

 The Organization Information window opens.

Type in the information. (Note: You can also enter information in these fields by copying and pasting text from other documents and screens, e.g., URLs.)
     

If you want to attach an image file for your logo (or any other images, photos, videos, company documents, other URLs, or notes), click the Photos, Documents, etc. button () and follow the instructions in the section entitled  “Managing Attachments (Documents, Photos, Videos, URLs, Notes).“

Click Save. The Organization Information window closes and you are returned to the Home screen, where your information now appears in the upper left corner, and a confirmation message appears in the lower left corner. If you attached a logo, photo, or other image file to which you gave the title “Logo” or “logo” in Step 3 above, it will appear in the upper right corner the next time you log in.

Changing Organization Information

1. On the Home screen in the Customization section, click the Organization Info button, or click Customization on the horizontal navigation bar at the top of the Home screen and select Organization Info from the dropdown list. The  Organization Information window opens, displaying your current information.

2. Enter your desired changes and click the Save button. The Organization Information window closes and you are returned to the Home screen, where your changed information now appears in the upper left corner, and a confirmation message appears in the lower left corner.

                       Note: To change your logo, click the Photos, Documents, etc. button () and follow the instructions for Attaching & Managing Documents, Images, Photos, & Videos.