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Managing Company Records

Quick Notes

Navigate to a Person, Company, or Job Datasheet
Click to expand the Timeline pane within the Right Side Panel
Click the Add Quick Note button in the top right corner of the pane
Log your corresponding details and click the Save button when complete

Navigate to the child Company record
Inline edit the Related Companies card
Enter and select the appropriate Parent Company name
Click the Save button when complete

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Managing Company Records

Quick Notes

Adding a Related Company