Creating or Editing a Company


To create a new company, hover the mouse pointer over the plus sign  in left toolbar and select Company or right-click any company and select New from the shortcut menu. The company Edit Form will appear:

Fill in the company's fields and click Save or Next if it is a wizard edit from. In a wizard edit form you need to enter data on all pages of the wizard.

For information about the fields, see the Company Fields section.


To edit an existing company, right-click it and select Edit from the shortcut menu.

If the company is open, you can double-click in its Company pane to open the company's edit form.