Contact Management - Edit Company Profile

  1. Click 'Contact Management' icon on the left menu.
  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 pencil/edit icon next to the Company Profile heading.
  6. Edit the fields as needed (ex. Ship Address, Bill Address, Phone, Fax, Other, Comments).
  7. Click the blue 'Save and Close' or 'Save and New' button

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