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How Do I Update the Company Admin Section?

Rachel Blacklock
  • Updated

The Company Administration area allows you to store a range of information such as their VAT or PAYE numbers.

1.  To add information to the Company Administration fields go to the Company tab and select Update company admin found on the right hand side. 

 

2. The fields here are free text, this allows you to add any information for the company that you may find helpful.

If required, you can add more custom fields by following: How do I add new custom fields?

 

 

3.  Clicking Save Changes confirms the details, the information added can be stored in this section, or as a field on the Portfolio Screen if required.

How do I change the portfolio screen settings & fields?

Note: Adding custom fields and amending which fields appear on the portfolio screen is only available to subscribers to the software. What are the benefits of subscribing to Inform Direct?