Company Manager

Search, create, edit, and queue companies for further action.

Written by Rudeen Evans

Last published at: September 27th, 2021

Options Menu

  • Edit Details: Change the information associated with a company. Make sure "Update Address Information For All Associated Contacts" is selected at the bottom of the editor if you wish to update the Company Information for all associated contacts.

  • View Details: View the information associated with the company.

  • Delete: Permanently delete the company. You will be prompted to confirm this, as this action cannot be undone. If you delete a company, the associated contacts will not be deleted.

    NOTE: If you are using special characters such as !, @,#,$,%,^,&,*, <, > please read the following support center article on Using Special Characters