Configuring Company Types
Adding Company Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Company Types.
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Click New and complete the following.
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Code: Enter an alpha-numeric code for the company type
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Description: Enter a description for the company type.
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Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).
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Sequence: Enter an optional Sequence.
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Click Save to save and exit, or click Save and Continue to save this company type and add another.
Editing Company Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Company Types.
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Enter search criteria and click Search.
- Select a company type in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Update the configuration
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Click Save.
Deleting Company Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Company Types.
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Enter search criteria and click Search.
- Select a company type in the search result, then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm
Parent topic: Profile Management