How to Edit a Company

Editing the Company Information Screens:

 

1) Select Companies and Employees from the menu bar then select Manage Companies and Employees from the drop-down.

mceclip1.png

2)  Select the Company you need to edit 

3) Click View/Edit.

mceclip2.png

4)  Make necessary changes.

mceclip3.png

5)  When you are finished making all edits, click Save.

 

Editing a company directly in the  form:

 

1)      Select Forms from the menu bar then select the specific form from the drop-down.

mceclip4.png

2)    Select the Company 

3)    Click in the Company fields where you want to make a change.

4)    The Edit Company screen will pop-up, make your changes and click Save.

5)    The form will be refreshed and your changes will be displayed on the form.

mceclip5.png

 

Powered by Zendesk