Submit Changes button |
Click the Submit Changes button to save changes to the company record.
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Company Information fields
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Note: Required fields and settings are displayed with red borders.
Company Name
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Enter the name of the company.
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Addresses
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If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
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Preferred
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If this address record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Address 1
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Enter the first line of the street address.
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Address 2
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Enter the second line of the street address (if applicable). |
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City
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Enter the city.
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State
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Enter the two-letter abbreviation for the state.
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Zip
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Enter the ZIP code.
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Emails
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If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
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Preferred
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If this email record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Email Address
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Enter the entire email address.
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Web Sites
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If a website record is not needed, click its Close (red X) button to close it. If an additional website record is needed, click the Add (green +) button to open it.
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Preferred
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If this website record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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URL Address
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Enter the website's URL address.
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Contacts
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If a contact record is not needed, click its Close (red X) button to delete it. If an additional contact record is needed, click the Add (green +) button to open a blank Contact Information window.
To view or edit an existing contact record, click the record's View button to display the contact's Contact Information window.
Note: Refer to for more information.
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Company Contact Information fields
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Note: Required fields and settings are displayed with red borders.
First
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Enter the contact's first name.
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Last
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Enter the contact's last name. |
Title
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Enter the contact's title. |
Addresses
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If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
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Preferred
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If this address record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Address 1
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Enter the first line of the street address.
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Address 2
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Enter the second line of the street address (if applicable). |
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City
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Enter the city.
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State
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Enter the two-letter abbreviation for the state.
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Zip
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Enter the ZIP code.
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Phones
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If a phone record is not needed, click its Close (red X) button to close it. If an additional phone record is needed, click the Add (green +) button to open it.
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Preferred
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If this phone record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Voice
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If this phone number can receive voice calls, check the checkbox.
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Text
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If this phone number can receive text messages, check the checkbox.
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Phone Number
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Enter the entire (xxx-xxx-xxxx) phone number.
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Emails
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If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
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Preferred
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If this email record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Email Address
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Enter the entire email address.
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