Company Info

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Overview

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

Details

To add company information, click

The Information that can be added in the Company Info screen include:

  • Annual Reports and Documents
  • Business Activity
  • Capital
  • Charges
  • Client Data
  • Company Notes
  • Debentures
  • Patents & Trademarks
  • Seal Register Entries
  • Security Licences
  • Tax File Number
  • URL's
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