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Company

(Settings - general)
 
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Overview of topics:

Settings - general
Settings - user (admin)
Settings - calendar
Settings - CRM
Settings - EMS
Settings - Factura
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Related topics:

Interface
Company
Language
Logo upload

Data fields
Email notifications
Salutations / macros (important for the EMS)
Document settings

Backup
Upgrade
Data usage

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Own company: view/edit information

a) Click on the "Settings" symbol on the top right, select the "General" button and then the "Company" button.

b) Your data is displayed under "Company". You can now edit and customize the settings.

c) Click on "Update" to save your entries. This data is accessed, for example, if you use macros (placeholders) in documents.

d) Here you can change your user name.

e) Here you can change your password.

f) Here you can enter your banking details.

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