Company Data

Custom Company Data can be created in addition to the standard fields on a Company’s profile.

To create a new Company Data field:

• Click on Company Data from the left menu
• Click on New in the top right corner of the screen
• Enter the Field Name (this is the name that is stored in the database and cannot be changed)
• Enter the Field Label (this is the name that will be displayed on the profile and can be changed)
• Enter any Field Help text
• Indicate the Field Type
• Indicate a Company Type Restriction
• Indicate if this field is Required
• Indicate if this field is Searchable (front end or back end)
• Indicate where this field is to be displayed
• Indicate if this field is to be “Read Only” and where it will be editable
• Enter an Order Level (this is the order in which the field will be displayed after the standard profile fields)
• Indicate if this is an Active field