Introduction
Users can view and manage Additional Information within Company Records!
This guide will show you some useful features to help you view and manage Additional Info within Company Records
Quick Navigation
Viewing Additional Info
Navigate to the Company Record
Scroll down to the information storage panel at the bottom of the page and click on the Additional Info Section
There are 2 tabs within this section with the following information
Additional Info
Additional Info created via the Custom Properties Admin setting
Checklist
Checklist Items created via the Company Checklist Admin setting
Editing Additional Info
To edit Additional Info navigate to the relevant tab (for this example we will use the Additional Info tab) and click the edit icon
The Edit Additional Info modal will appear, edit the relevant data and click Save
The Additional Info will now be updated with the relevant changes made!