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Edit company profile data

In the company profile section, you can tailor the primary information by either incorporating data from an alternative source or by including specific elements in the name or details. Opting to change the data source will only override the default source displayed for this particular profile.

 

Step-by-Step Guide:

  • Click pencil icon on the right of the information you would like to edit
  • Make your desired change
  • Press “save”

The header section of the company profile can be configured to display different fields at a glance. Speak to your Filament Account director to learn more.