Processing of companies
Prerequisites
- Access to the Settings App
Editing companies
- click on the entry "Administration " in the navigation menu
- click on the entry "Company " in the submenu.
- select the company you want to edit from the list. The following operations are now available to you:
| Operation | Description |
|---|---|
| Edit | Edit |
| Archive | Companies that are no longer required can be archived (including all dependent objects). |
Edit
Click on to open a new dialog window in which various company settings can be adjusted. These include the name of the company, the company type, the parent company, the main contact, the city, the country and the zip code.
Archive
By clicking on you can archive selected companies. Please note that you must confirm this action beforehand.