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How to Customize Company Manager Tabs

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Customizing Company Manager Tabs Step by Step:


Just like tracking customer information, tracking company information is useful yet what information is needed is different for each business. 

Step One: Navigate to the Companies menu

Step Two:
Select which tab you wish to customize (from the left sidebar) and select the Edit button

Note:
The first information field in the drop-down menu is the name of the

Step Four:
Select another tab from the drop-down menu (within the page) and press the Edit button

Step Five:
Create a Label Name and choose a Field Type

Note: You can hide undesired information fields by unclicking the visibility box when editing it

Step Six: Press the Save button

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