Reviewing Your Company's Contact Record

Modified on Mon, 29 Apr 2024 at 12:30 PM

Actionstep stores information about your company and uses it in reports, invoices, documents, and email templates. Because of this, it's important that this information is entered correctly. At any time, you can review and update this information. 

To do this:

  1. In Actionstep, click the company/organization icon, located at the top-right corner of the page. 
  2. Select Company Contact Record. This option may also be called Division Contact Record

This displays the Overview tab for your company profile. Pay close attention to your physical address, mailing address, and your tax number since these will appear on your client invoices.

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