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In this article, you will learn how to configure your company contact record.
Overview
A company contact record is automatically created when you first sign up for your Actionstep system. It contains information about your firm, and can be accessed by clicking on the name of your firm in the top-left corner, as per the screenshot below.
The information that you enter into the company contact record can be pulled through the use of various merge fields, and the information pulled can be used for invoices, documents and email templates, among other things.
For more information on filling out the fields within your company contact record, please see contact records.
The following information will be taken from the company contact record and added into bills sent to clients:
- Physical Address
- Mailing Address
- Tax Number
For more information on company contact records, please see the video embedded below:
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