> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/company-activity.md).

# Company Activity

### View Company Details <a href="#view-company-details" id="view-company-details"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FgjFbvhiQ6C5kbrdNczU4%252F0.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=7c8a9c70\&sv=2) for the customer which you would like to view and click the **View** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJ8et0kddlhgIMlyXFn65%2Fimage.avif?alt=media&amp;token=cb11cb3c-28c6-4973-853b-149510a04a1e" alt=""><figcaption></figcaption></figure>

You can see all the details of the **Company**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FpdTiivnHkij6r3rkVVQ6%2Fimage.avif?alt=media&amp;token=ff5960b2-b5d9-4f44-bdcb-d7381ab2c0d1" alt=""><figcaption></figcaption></figure>

### Edit Company <a href="#edit-company" id="edit-company"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FSDpqZPlehq9pPfHkGmWZ%252F3.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=f2c67d8c\&sv=2) for the customer which you would like to edit and click the **Edit** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FmEEoe3qEng4WAuy1fhVi%2Fimage.avif?alt=media&amp;token=2111100f-d097-4647-8ac4-716957a2694d" alt=""><figcaption></figcaption></figure>

Add all edit details and **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F4QZ2tmAfHTrbYHN6MZZQ%2Fimage.avif?alt=media&amp;token=1cf1bdb9-9fdd-4dbb-aee2-e50b55421815" alt=""><figcaption></figcaption></figure>

### Delete Company <a href="#delete-company" id="delete-company"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FUCNhtcKlEad2UPhOpmZY%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=a90e7938\&sv=2) for the customer which you would like to edit and click the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FunkjQtoj3s52opoIZL3S%2Fimage.avif?alt=media&amp;token=cae3d7d5-dfbf-43de-86a4-1444dc7ddf52" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F8CNYzs05zsWU9LG34JUJ%2Fimage.avif?alt=media&amp;token=d3cac648-51d1-48fd-b85e-69d60f941d81" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
