Basic Company Settings

Use Basic Company Settings under Settings to open the company card of the company that you selected from the drop-down list above the left pane of the Settings screen. In the company card, you can update information, company settings, custom codes, contacts, profile lines, conversations, documents, optional fields, and external references.

To use the Basic Company Settings submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

You can also open the company card from Resources > Resource Information.