Add Free Text information to companies

On the Companies tab at the client level, administrators can add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when using the reporting tool for top-level administrators.

To add company information;

  1. Click Administration.
  2. On the Companies tab, click the company.
  3. Under Details, click ✏️ Edit.
  4. In the Free 1, Free 2, or Free 3 fields, enter your free text information.