Companies

33 views April 17, 2017 jpajaro 0

Companies

This grid shows the Companies list, which is used to classify customer accounts. Users can create, edit and delete Companies:

companiesList of Companies Screen

Add a New Company

  1. Right click and select New.
  2. Type in a name for the new company.
  3. When finished, select OK.

companies-02New Company Screen

Edit a Company

  1. Right click and select Edit.
  2. Edit any of the company fields including: Company name, logo, address 1, address 2, zip, city, state, phone or fax.
  3. When finished, select OK.

edit companyEdit Screen