Edit Company Profile

  1. Go to Contact Management.
  2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
  3. Enter some text to filter the active companies list.
  4. Click on the Company record to review their profile.
  5. Click the Edit button next to the Company Profile heading.
  6. Edit the fields as needed (ex. Ship Address, Bill Address, Phone, Fax, Other, Comments).
  7. Click the Save and Close or Save and New button