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You are here: Support » C-Level Topics » Edit » Preferences » Company Options

Company Options

April 18, 2016 admin Leave a Comment

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How to get to the Company Options

  1. Go to Edit > Preferences
  2. Click on the ‘Company’ tab

The Company Tab

The company tab defines the data collected when creating a new organization.

User Defined Fields

These are the fieldnames of the textboxes in the ‘Other’ tab of an organization’s profile.

Taxes

These are the tax labels next to the field where you can enter an organization’s tax exempt number.

Tax Status

You can customize the drop down menu next to the tax exempt number tax box. Seperate the values by ‘~’.

Drop-Down Menu Options

You can customize the values in the drop-down menus for various datafields. Seperate the values by ‘~’.

Filed Under: Preferences

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