Company Contact Record

Modified on Thu, 03 Aug 2023 at 10:22 AM

Your company contact record feeds information into reports, invoices, documents, and emailtemplates so it is important that you input this information correctly. To edit your company contact record click on your company name in the top panel and select "Company Contact Record" 

May be labeled "Division Contact Record"

Pay special attention to your physical address, mailing address, and your tax number, as these will appear on your client invoices.

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