Where to configure
Path in the system:
Setup → Settings → Company Information
Setup → Settings → Company Information
Key fields
-
Company Name
{company_name}(example: Confidence Technology) -
Address
{address}(example: Vasilkovskaya 23/16) -
City
{city}(example: Kyiv) -
State/Region
{state}(example: –) -
Country
{country_code}(example: Ukraine) -
Zip Code
{zip_code}(example: 03022) -
Phone
{phone}(example: +380638782011) -
VAT Number
{vat_number}(example: –) -
Company Format in PDF/HTML
{company_information_format}(configured manually)
Custom Fields
For greater flexibility, you can add additional fields to the company or customer profiles. This allows you to include, for example, an IBAN or other details not present in the standard fields.
Path in the system:
Setup → Settings → Custom Fields
Setup → Settings → Custom Fields
Adding a new custom field
Available options:
-
Field Belongs to
-
Field Name
-
Type
-
Default Value
-
Order
-
Grid (Bootstrap Column, max is 12) — e.g. col-md-12
-
Disabled
-
Restrict visibility for administrators only
-
Required
-
Visibility
-
Show on table
