Configuring Keyword Types

Prerequisites for Keyword Types

You can configure various keyword types and add multiple keywords to a profile (individual, company, agent, or source). You can enter these keywords when searching to make it easier to find a profile.

Adding a Keyword Type

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Keyword Types.

2. Click New and complete the following fields:

   1. Code. Enter a code that identifies the keyword type. This code appears within the Keyword Type list of values on the Profile screen.

   2. Description. Enter the description of the keyword code.

   3. Manage Translations. Select to translate the description into another language.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

   5. Copy to Subsidiary Profile. When this option is selected and a profile has an established Company Master to Company Subsidiary or Company Subsidiary to Company Master relationship, you are prompted to copy this keyword type to the profiles established within this relationship type. Deselecting this option does not prompt you to copy the keyword type/ keyword to the subsidiary profiles when this keyword type is added to a profile that has the Company Master relationship defined.

3. Click Save to save and exit or click Save and Continue to save this Keyword type and add another.

Editing a Keyword Type

1. Select or confirm the Property.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Update the configuration and click Save.

Deleting a Keyword Type

1. Select or confirm the Property.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Delete.

• Prerequisites for Keyword Types