Adding Company name/details to each user

post by Aminder_Mann on Jul 29, 2025

Would love to be able to assign a company name, entity type, address, etc. to the user. It would be great if the company name also appeared on the invoice.

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post by brittany on Jul 29, 2025

Hi @Aminder_Mann thanks for reaching out! Out of curiosity, do you have companies enabled for your workspace? You can check this by going to Settings > General > Enable companies = True.
Once done, you can attribute any client(s) to a company by creating the Company under the CRM tab.**

For data like entity type, address, etc you can click into each client and +add a Property. Some of the properties are preset like email, address and phone number. Others can be fully customized by creating a Tag!

Let me know if you have any other questions! Here to help