Updating a Company Name

Updating a Company Name

Within your 360MatchPro account portal, you have the ability to change a company name for a donation record. A donor may reach out to you via email and say their company has changed, so you have the ability to manually change a company name. 

Navigate to the Donations tab, go to the specific donation record by searching for the donation record, and click on the company name of that donation record. Click on the note pad and pencil icon next to the company name.  

When you click on the icon, a small pop-up box will appear with a drop-down arrow. Click on the drop-down arrow and a list of the matching gift companies within our database will appear. 

You can start typing the name of the company with a matching gift program/ volunteer grant program within our database OR scroll through the company names to select the correct company. Select the company and click "Update." Now the company name will change. 

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