The Company Info screen is a collection of all company data that is not attached to a contact.
This includes data such as Debentures, Patents & Trademarks.
The benefit of the Company Information screen is that all this data is stored together, making this information simple to view, change and prepare documents for.
|From the Main Toolbar, go to Company.
|Select the Company from the list.
|Select Company Info
To add company information, click
The Information that can be added in the Company Info screen include:
- Annual Reports and Documents
- Business Activity
- Client Data
- Company Notes
- Patents & Trademarks
- Seal Register Entries
- Security Licences
- Tax File Number