Once Companies House is successfully integrated with Salpo CRM, Organisations must be individually synced with Companies House. See Syncing Contacts with Companies House for more information.
Upon integrating with Companies House, Salpo CRM automatically creates a custom category, called Companies House details, and includes pre-determined custom fields within that category. This category and the associated custom fields:
- display as Read only fields.
- cannot be changed or deleted by end users.
- are assigned against Organisation profile pages only.
The pre-determined custom fields populate with data once the Organisation is synced with Companies House. This data is pulled directly from Companies House and cannot be manipulated within Salpo CRM. Below is a view of some fields which pull over upon syncing: