Company Settings Fields

The company lookup page is your one-stop shop for understanding and managing company information within our system. It provides a clear and concise view of a company’s details, allowing you to easily visualize both the pre-defined lookup values and description.

Editing Custom Descriptions

You can add a custom description that better reflects your specific needs and helps you categorize companies in a way that’s most meaningful for your workflow. This customization ensures you have a clear understanding of each company’s role and its relationship with your organization.This page empowers you to personalize the descriptive text associated with a company.