Edit Company Details
To edit company details, proceed as follows:
- From the Main Menu, select CRM > Companies or click the Companies Quick Action button on the Action bar. The screen shown below is displayed.
- In the table displayed, find the company record you want and click the icon labeled Edit. The Company details screen shown below is displaced.
- Edit company details as required and click Save on the Action Bar
- .You can add or view Notes associated with the company
a) Click New Note to add a note or document.
b) Filter the display of existing notes by: 1) Keyword, 2) User, 3) Start Date, 4) End Date, 5) Deleted Notes.