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In order to configure companies, head to the Companies section in the Settings 

      


  • Contact/Company Categories 

           This is not an editable list, the contact and the companies categories are standard values, this is done due to their connection to other parts of the application.


  • Contact/Company Sub-Categories 

          This is where the contact and Company Sub-Categories are defaulted.

Contact/Company Sub-Categories can be added by clicking on the link  Add Contact/Company Sub-category , choose the type and save.

Contact/Company Sub-category can also bel added on the fly from the Contact/Company form.

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  • Company Legal Types

    This is where the Company Legal Types are defaulted. Company Legal Types appear in the Company form.

Company Legal Types can also be added on the fly directly from the Company form.

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  • Company Licenses& Waivers Types

    This is where the Company Licenses& Waivers types are defaulted. Company Discharge Types appear in the Company form in the Licenses& Waivers tab.

Company Licenses &Waivers can also be added on the fly directly from the Add Entry form.

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  • Company Board Member Roles

This is where the Board Member Roles are defaulted. Board member roles appear in the Company form in the Board Members tab.

Board member roles can also be added on the fly directly from the "Add Board Member" form.

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  • Custom Fields 

Every Company form allows user to add additional fields of the name and type of their choice. Custom Fields are defaulted in the Settings. They can also be inserted in 3 languages.

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  • Company Asset Types

This is where the Company Asset Types are defaulted. Company Asset Types appear in the Company form in the Assets tab.

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  • Company Assets Custom Fields

Every Company form allows user to add additional fields related to the company assets. Company Assets Custom Fields are defaulted in the Settings.

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