Creating or Editing a Company

Creating or Editing a Company

Creating

To create a new company, hover the mouse pointer over the plus sign  in left toolbar and select Company or right-click any company and select New from the shortcut menu. The company Edit Form will appear:

Fill in the company's fields and click Save or Next if it is a wizard edit from. In a wizard edit form you need to enter data on all pages of the wizard.

For information about the fields, see the Company Fields section.

Editing

To edit an existing company, right-click it and select Edit from the shortcut menu.

If the company is open, you can double-click in its Company pane to open the company's edit form.