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Company Defined 1-4

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David N

Company Defined fields are user defined fields that you can create for additional information when reviewing company information.

Creating a Company Defined Field

  1. Enter a name for the Company Defined Field and select the type of list you want to use (Dropdown or Radio list)

    Company_Defined_-_002.png

  2. Click Update.
  3. To add a new option, enter the name/title into the lookup value.

    Company_Defined_-_004.png

  4. Click Save.

Updating a Lookup Value

  1. To edit an existing lookup value, click the paper/pencil icon to the left of the name so it populates the lookup field.

    Company_Defined_-_006.png

  2. Update the lookup field, then click Save.

    Company_Defined_-_007.png

Deleting a Lookup Value

  1. Check the box to the right of a lookup value.

    Company_Defined_-_009.png

  2. Using the Actions drop-down menu, click Delete Selected Records.

    Company_Defined_-_011.png

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