From the Contacts Card page - for Company
Aptean CRM
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Article
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4/3/2023
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Refer to the From the Contacts Card page topic for information on how to send company details to the Aptean CRM application from the Card page.
On the Contact Card page, select Company in the Type field to send the company details to the Aptean CRM application.
A Company is not an individual person but an entity such as a contractor or a bank.