Basic Company Settings

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

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

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