Company - Update

Goal

This article explains how to find an existing company and update its information in the system. You will open the companies page, search for the company, open its record, make your changes, and finish. Changes save automatically.

Procedure

Step 1: Open the companies page

Click Company in the main menu to open the list of all companies. This takes you to the companies page.

If the list is long, resize columns or sort by a column header to find records faster.

Step 2: Search for the company

In the list, click the "Search" field and type the company name. The list will filter as you type. You can also press Enter to apply the search.

If you are not sure about the exact name, type part of the name to see close matches.

Step 3: Open the company record

Find the correct company in the results and double-click its row. The company details page opens.

Make sure you open the correct company before editing. Check details like address or registration number if available.

Step 4: Update the details

Click into any field you want to change, such as name, address, phone, or email. Edit the values as needed. The system saves your changes automatically; there is no Save button.

After each change, wait a moment until you see a saved indicator or the field stops showing a loading spinner.

Step 5: Finish

When all changes are made, you are done. You can close the tab or return to the companies list. Your edits are already saved.

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