Related article: [Notes] [Admin] Including Activity Details on Case Invoices
In order to access the Company Info for a given account, go through the Accounts tab and select the account you are looking for from the Accounts list:
The Company Info tab on an account contains information about the employer/account in question: Display name, Legal name, Billing Address, Mailing Address, Account Manager, Invoice Model, option to include activity detail in case invoices, etc.:
If you want to edit any information on this screen, click the Edit Company Info button. If you want to add a note on the account, use the Edit Notes button.
Note: Accounts discovered and created by Gardiant Works as a result of the information from CAC cannot have the Display and Legal Names edited.