Update Company and Address

To Update a Company & Address information (telephone & website information, etc.):

1.From the Deskflow Toolbar, click Companies. The Companies screen appears.

2.Search for a Company. The Company's details appear.

3.To update an address for the selected Company, click the Addresses tab, then enter changes to the address fields.

4.To link a Current Contact to a selected business address, click Link Current Contact to Business Address.

5.To update a Contact for the selected Company, click the Contacts tab, then select the Contact by double-clicking on the Contact's row. Make changes in the detail People view.

6.To update industry classifications to the selected Company, click the Add Link to Industry, select an industry, then click OK.

7.To update attributes to a Company, click the Attributes tab, then select the attribute to be edited.