After you have added a company, you can review and edit custom table 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.
This option only appears if custom tables have been synced. For more information, see Customizing custom table permissions.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To view and edit custom table 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. Click Detailed View.
Select Custom Tables in the side menu.
Select a table in the Select Table field.
Depending on the table type, either click the edit pencil button and update the fields or click Add.
Click Save in either scenario to save your changes.