What is the Company Details page?

It's where all of the information related to the company is stored.

How to get to the Company Details page

There are different ways to get to the Company Details page: on the “Companies” tab and from a Contact Details page.

1) Search under the “Companies” tab

All the companies that have been transferred from Alpha are listed here. To learn more about how to search for companies, click here Search for a Company.

Click on the [Details] button to get to the Company Details page.

2) From the Contact Details page

In the Contact Details page there is a [Edit Company] button alongside the company and address. This only appears if the contact is not a homeowner.

Click on the [Edit Company button] to get to the Company Details page.


Company Details Page

Section 1: Company Details

All of the information related to a company is saved here. There are new features that weren't on Alpha:

If a company changed their name or we tend to write their name differently. For example, TDK Construction can also have an alternate name as T.D.K. Construction. This helps when searching for companies.