The Company Types feature provides type descriptions used in Company records. These classifications help categorize companies based on their relationship to the system.
Navigation
Main Menu → Selects → A-D → Company Types
Applies To: Enterprise, Plus, Basic
Field Details
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Type
- Name of the company type description.
- Required field.
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Predefined Company Types
- The company types "Company" and "Employer" are predefined in a new XenDirect setup.
- These two types are used in other system functions as reserved types.
- It is recommended not to modify the spelling of these predefined types.
Conclusion
Company types help define business classifications in Company records. Certain system-reserved types should remain unchanged to ensure functionality. For further assistance, refer to related articles or contact support.