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A new Companies form opens with several tabs disabled. As soon as the record is saved, the AttachmentsCommitteesCompany BrowserPersonsOrdersSubscriptions, and the Details tab's Divisions/SubsidiariesLists, and Topic Codes sub-tabs become enabled.

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Top Panel

Name (Required)

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Use this sub-tab to specify any general comments concerning this company.

Other Sub-Tab

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Atmosphere

Preferred working atmosphere of the company (for example casual, business-casual, or business-formal).

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Company address information. If the system recognizes the ZIP Code entered by a user, it automatically populates the CityState, and County fields. If the system does not recognize the ZIP Code, it does not modify the City, State, or County field. The default country is United States. See Understanding the Postal Code Look-up FunctionFunctionality.

Info

The Postal Code look-up functionality does not currently work in the Aptify web interface. When using the Aptify web interface, postal codes must be entered manually.

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Organization Sub-Tab

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Credit Status

Company credit status. Standard options include ApprovedNot ApprovedDeniedOn Hold, or Cancelled. The company's credit status determines whether orders can be placed without providing payment at the time the order is taken.

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Information regarding the membership status and dues payment details is recorded on this form. For additional information on membership procedures, see Managing Membership Dues.



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Member Type

Company's current Member Type. This field links to the Member Types service.

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