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Changing Your Company's Address in Kugamon and Salesforce

Last Updated: May 11, 2014 01:17PM PDT

Overview

Salesforce and Kugamon both have areas to store Company Address information.  The salesforce address displays on the top of the Quote PDF, Order PDF, and Invoice PDF.  The Kugamon address appears on the Order PDF, Online Order, and Invoice PDF.

Audience : Administrator


Steps:


To Change in Salesforce:
1. Go to Setup

2. Under Administration Setup, Company Profile | Click "Company Information" 
3. Address should be toward the top of the page | Click "Edit" | Make changes and "Save"

To Change in Kugamon:
1. Go to Kugamon Settings (Setup | Under App Setup | Installed Packages | Configure | View Kugamon Setting) 
2. Scroll down to Remittance Information | Change Address | "Save"

Notes:

  • Once changes have been made in Company Information or Kugamon Settings the changes will appear on the corresponding documents

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