Edit Company Details

Companies ››
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Edit Company Details

To edit company details, proceed as follows:

  1. From the Main Menu, select CRM > Companies or click the Companies Quick Action button on the Action bar. The screen shown below is displayed.

  1. In the table displayed, find the company record you want and click the icon labeled Edit. The Company details screen shown below is displaced.

  1. Edit company details as required and click Save on the Action Bar
  2. .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.