Adding General Company Information

The General tab contains general company information such as the main construction division and company trade.

To add general company information

1. In the Company Setup form, click the General Info tab.
2. Enter the following information:
• Main Construction Division: The construction division that the company performs work in.
• Trade: The main trade of the company.
• Specification Section: The specification section that the company performs work in.
• Federal ID Number: The federal identification number for the company.
• Website Address: The website address for the company.
• Information Supplied By: The name of the person at the company who gave you the company’s information.
• Title: The title of the person who gave you the information.
• Date: The date the information was given.
• Notes: Additional notes about the company.
3. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also