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Manage Company Details


The company details section lets you personalize the CRM with your company logo and company information. These items are used to personalize invoices, quotes, sales orders and purchase orders.


Enter your company details in CRM:

  • Click the cog icon at the top-right of the interface and select 'CRM Settings'
  • Click 'Templates' > 'Company Details' in the left menu
  • Click the 'Edit' button in the top-right corner:




  • Click 'Edit' button in the top right corner




  • Click 'Browse...' to upload your company logo. Recommended size = 170px W x 60px H
  • Complete your company name, address, contact and website details
  • Click 'Save' to register the new settings.