Follow

As things change over time, you may need to maintain and update your company records and structure. You can do this by navigating to the company record, using either the global list or the search bar, before clicking into each tab of the company.

001.png

Hint - Information is stored in different tabs of the company record, so try using the Edit > All function on the summary page - this will bring all editable fields onto one long page, meaning you don't need to flick between tabs to manage this data.

002.png

Powered by Zendesk