To update a company’s data
- Under the CRM tab, click Company.
- On the Company listing page, click a table entry summarizing a company you want to update.
The company opens.
- To update the company, click Update.
- Modify company details in the fields.
- Click Save.
Not all company fields can be modified if the company is referred to by a document that has already caused certain transactions. You cannot update the following company details:
- Company type
Although you cannot change the indicated company type if the company is used in certain transactions, you can additionally select other company types for the company.