Skip to main content
All CollectionsContact Management Companies
Customizing A Company Profile
Customizing A Company Profile
Christian Martin avatar
Written by Christian Martin
Updated over a week ago

Customizing a Companies profile allows the user to customize the way the contacts information is displayed as well as being able to pin notes in order to easier access important information.

  • To begin select the "Contacts" tab > "Companies" > then select a company.

  • Once a company has been selected this will open the contacts profile. From here scroll down under the companies profile picture. You should see Company Info, About the Company, Account Details, etc.... All of these fields are collapsible by selecting the arrow to the right hand side of the category.

  • The order of these fields is also customizable in order for the information to be visible in an order that suits the users needs. To reorder these categories select and hold the 6 dots to the left of the category, once selected its a simple drag and drop to reorder.


Did this answer your question?