How to View Company Detail

Prerequisites

Ensure that you have opened the company list layout  

Procedure

 

  1. Locate the company that you wish to see the detailed record for
  2. Click the open record icon to the left of the company identified in step 1)

  3. The Company Detail layout appears, pre-populated with data for the record selected in step 2)

  4. The fields on the detailed form are described in How to create a Company Record
  5. At the bottom of the screen are a series of tabs. See Company Detail Record Tabs for details on each of these.

 

Notes

It is also possible to edit the company's  field values from within this screen

 

Related Topics

How to view company records

How to create a Company Record