Tutorial
Configure a company logo and print address
Open the company or the supported Company Details dialog from print setup.
Before you start
Configure the company, users, workflows, custom fields, printing, communications and integrations. Administrative changes affect other users and should be tested in staging before production deployment.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Open the company or the supported Company Details dialog from print setup.
- Attach the intended logo, then review website, phone and email. Use an authorized public logo for letterhead printing.
- Enter street and postal information, and choose country, state/region and city through the directory dropdowns.
- Save the company details and check the print preview with the intended print format and letterhead.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
The address stored for a Company is separate from a Supplier address. If an upload fails, check File permission and the parent record access; do not make private attachments public to bypass an error.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.