Changing company contact details

When we first set-up your system, we will populate as many company and main branch details that we are aware of. However, if you would like to update these, you can do so under the “Admin” menu item:

To change your company details:

  1. Click on the “Admin” top-level menu item
  2. Click “Edit” to change your company details, and press “Save” to store them.

To update any of your branch details (there are the details used in the most letter and email templates):

  1. Click on the “Admin” top-level menu item.
  2. Click on the “Branches” side menu item.
  3. Click “Edit” against the branch whose details need updating, and press “Save” to store the changes.
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