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 (on page ).
Opening the Company tab
To open the Company tab:
- 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 .
- Search for the community member. See Searching for community members (on page ).
The Constits tab of the Community Maintenance window is displayed.
- Click the Company tab.
The Company tab of the Community Maintenance window is displayed.
The fields displayed on the Company tab for a Personal Company record type are slightly different to those displayed for a Company record type:
Community Maintenance - Company tab key fields and buttons
Fields
Field |
Description |
---|---|
Record Type |
Type of community record. |
Occupation Description |
Description of the company's main business. |
Company |
Company name. |
Attention |
Name of recipient within the company, if required. |
Buttons
Button |
Description |
|
The Community Names window is displayed.
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