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A new Companies form opens with several tabs disabled. As soon as the record is saved, the Attachments, Committees, Divisions, Persons, Orders, Subscriptions, and the Details tab's Divisions/Subsidiaries, Lists, and Topic Codes sub-tabs become enabled.

Top Panel

Name (

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Required)

Name of the company.

Parent

Parent company name. This field tracks the parent/child relationship of company records in the system. This field links to another record in the Companies service.

Company Type (

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Required)

The type of company. Standard options include Retail and Non-Profit. This field links to the Company Types service.

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