Company Manager

Search, create, edit, and queue companies for further action.

Written by Matteo Silla

Last published at: July 28th, 2025

How to use the Company Manager

In this article you will learn how to navigate the Company Manager




Options Menu

Below are the different options that can be found in the drop-down menu next to your Company Name:


  • Edit Details: Change the information associated with a company. Make sure "Update Address Information For All Associated Contacts" is selected at the bottom of the editor if you wish to update the Company Information for all associated contacts.
  • View Details: View the information associated with the company.
  • Delete: Permanently delete the company. You will be prompted to confirm this, as this action cannot be undone. If you delete a company, the associated contacts will not be deleted.



If you are using special characters such as !, @,#,$,%,^,&,*, <, > please read the following support centre article on Using Special Characters. 

Please note: If you need to amend your own Companies details for delivery memo's etc, please reach out to the support team and they will be able to amend your department details.