What do I have to do to get RE to reflect the proper name of our organization?

Question

Our organization changed names about 5 years ago and RE will not change our account to the new name. Therefore, EVERY report that we generate has our old name on it and is a useless document unless it is edited. Now that RE sends out documents with out giving users the opportunity to edit (see my post about Giving Statements), I would like to know who do I contact to get our proper name on our account? I have reached out to customer service about this and nothing ever gets done. Thank you.

Valerie Van Selous · Answer

You are both incredibly awesome! Thanks! 😀

Faith Murray · Answer

Yes, this is the Admin area for your solution (Raiser's Edge, Financial Edge, etc.) The person who pays the bills usually is an Admin, but hopefully your DBM will also have Admin privileges. Here's how to get there:

But here is a Knowledgebase article with pictures that looks more "official" in case you have to go through someone else at your org. While you're at it, tell them you need Admin access so you can configure Branding logos, access your Customer Success Manager, etc! If they are hesitant to provide all-access, tell them they can give you defined (limited) user privileges to only certain Admin functions, in the Admin-Security Roles, as below.

Chris Hounsell · Answer

* The solution admin can so this … the person(s) who has access to everything in the database including adding/removing users, etc…

* 1. Click on stacked 'pancakes' in top left corner next to 'Raiser's Edge NXT' (Image below)

* 2. Select 'Admin' from the dropdown list

* 3. Select 'Settings' from top menu and click 'Branding'

* 4. Click on 'Manage branding elements' and you should see what Faith was referring to.