After you have added a company, you can review and edit company information as needed.
You can use the Company History screen to see information changes made to company information. For more information, see Reviewing company history.
NOTES:
You cannot edit an archived company. Activate the company to edit the company information.
If you need to change your organization's primary contact, you can do so in the Primary Contact field.
To review and edit company information
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears.
TIP: To access additional information about the company, such as its History, click Detailed View.
To edit company information, click the Edit button.
Complete the fields you want to change. For field descriptions, see Adding a company.
Click Save.
TIP: Edit other aspects of company configuration, if desired: