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In order to configure companies, head to the Companies section in the Administration&Setup

  • Company Legal Types

    This is where the Company Legal Types are defaulted. Company Legal Types appear in the Company form.

Company Legal Types can also be added on the fly directly from the Company form.

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  • Company Asset Types

    This is where the Company Asset Types are defaulted. Company Asset Types appear in the Company form in the Assets tab.

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  • Company Licenses&Waivers

    This is where the Company Licenses&Waivers are defaulted. Company Discharge Types appear in the Company form in the Licenses&Waivers tab.

Company Licenses&Waivers can also be added on the fly directly from the Add Entrry form.

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  • Board Member Roles

This is where the Board Member Roles are defaulted. Board member roles appear in the Company form in the Board Members tab.

Board member roles can also be added on the fly directly from the "Add Board Member" form.

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  • Custom Fields 

Every Company form allows user to add additional fields of the name and type of their choice. Custom Fields are defaulted in the Admin & Setup. They can also be inserted in 3 languages.

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