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Viewing Company Summaries (End User)
The Company Summary view provides a comprehensive view of a company in an editable format. This view displays basic company information, financial accounts, call reports, logged alerts, and contacts associated with a company.
To view company summary information
- Navigate to the Companies screen, then the Companies List view.
- In the Companies list, drill down on the desired company.
- Click the Summary view tab.
For more information on editing summary view information, see Configuring Summary Views.