Editing a company and its custom fields

Who can do thisCRM UserCRM Administrator

Change a company's details on its own edit page: "Every field is saved together. What is not on this form is kept exactly as it is."

Edit a company

1. On the account page, click Edit. The page Edit account opens.
2. Change the fields. The rules are the same as when creating: the name is required, the CVR is eight digits with a valid check digit, country is two letters and currency three.
3. Fill in the custom fields at the bottom, if the workspace has any: "These are saved together with the rest of the form. Emptying one clears the stored value."
4. Click Save changes.

Fields you cannot change in the app

The card Kept unchanged on the edit page shows fields CRM keeps but never lets you edit:

• Origin: Created here, Imported or From a Hub connector. See Where a company came from.
• Reference in the source system.
• Relationship owner (account manager and owning team), shown as identifiers.
• Parent account.

There is no screen to set a company's owner or its parent company. They can only arrive from another system.

When a save is refused

The message names the problem, for example "That is not a valid CVR." or "Another account already holds that CVR or that reference." A custom field value that breaks its rules shows "One or more values do not match the rules set for their field." with the fields named. More in Error and validation messages.