How to show an Organization name instead of Individual name on a confirmation

When getting a confirmation, you may see a format similar to this

FIRST/LAST NAME
COMPANY NAME
ADDRESS

You want to replace the individual's name with their company name in the confirmation.
  1. Navigate to Contacts > Organizations.
  2. Search for the contact record you would like to edit.
  3. Hover over Manage and click Manage Contact.
  4. Select the Profile > People.
  5. Click Edit.
  6. Complete one of the following steps:
    • Change the First Name and Last Name fields to the desired Organization name.
    • Delete the content in the First Name and Last Name fields.
  7. Click Save.
  8. Review the confirmation on the contact record to confirm the edits. 
    1. On the Organization contact record, select Interactions > Activities 
    2. Click the Confirmation link to view the confirmation email.

Environment

 Blackbaud Sphere

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