Admin: Set Company Details

You can personalize the application by uploading your Company logo and details to your RepBox. As a result, company logo appears on your home page. Also, your company logo and address can be used in email templates and Inventory tools such as Quotes and Invoices, when exported to PDF files.

Steps to update your company logo and details

  1. Click gear icon in the top right corner
  2. Click CRM Settings
  3. Click 'Templates' drop-down in the left
  4. Click Company Details. You can click on the pin icon next to it to add a shortcut to your settings home page
  5. Click Edit button in the top right corner
  6. To update your company logo, click Choose File button, browse and open the desired file from your computer
  7. You can also update company details in the fields provided
  8. Click Save

Notes

  • Recommended image size is 170X60 pixels.
  • Recommended image formats are .jpeg , .jpg , .png , .gif , .pjpeg , .x-png.

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