Versions Compared

Old Version 2

changes.mady.by.user Former user

Saved on

compared with

New Version 3

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Use the Company tab to maintain company details for Company record types.
Note: The Company tab is not displayed for Personal record types. See Community Maintenance - Name tab AnchorH_3258H_3258 (on page ).

Expand
titleOpening the Company tab

To open the Company tab:

  1. Select Module > Community Maintenance from the main menu.
    The Set Community Search Criteria window is displayed.
    Tip: You can also access the Set Community Search Criteria window by clicking Image Removed Image Added .
  2. Search for the community member. See Searching for community members (on page ).
    The Constits tab of the Community Maintenance window is displayed.
  3. Click the Company tab.
    The Company tab of the Community Maintenance window is displayed.
    Image RemovedImage Added
    The fields displayed on the Company tab for a Personal Company record type are slightly different to those displayed for a Company record type:
    Image RemovedImage Added


Community Maintenance - Company tab key fields and buttons
Fields

Field

Description

Record Type

Type of community record.
Note: The Company tab is only displayed for Company and Personal Company records.

Occupation Description

Description of the company's main business.
For example, Garden Maintenance.

Company

Company name.

Attention

Name of recipient within the company, if required.

Buttons

Button

Description

Anchor
O_6250
O_6250
Image Removed Image Added

The Community Names window is displayed.

Anchor
O_5693
O_5693
Image Removed Image Added
To override one or more community names:

  1. Select the override flag next to the field being changed.
  2. Type in the new value for the community name.
  3. Click
    Anchor
    O_10481
    O_10481
    Image Removed Image Added.