Inform Direct lets you store your own reference information against each company — common examples include client code, office, and partner (the standard admin fields), plus VAT/PAYE numbers and any custom fields you've created yourself (Company tab → Update company admin, or How Do I Add New Custom Fields?).
- A handful of companies: open each company's admin section directly and enter the value, then save.
- 50 or more companies to add or amend at once: our support team can do this for you from a spreadsheet — include the company name and company number for each row alongside the field(s) you want updated (client code, office, partner, custom fields, etc.) — email support@informdirect.co.uk with your list and we'll process it.
- New companies being imported for the first time: client code, office and partner can be set per-company directly in the import spreadsheet as part of the bulk import process, so there's no need to add them separately afterwards.