OFS Pro User Guide

Companies

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

List 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.

New 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 Screen