The Company Profile contains five default field lists that a user with the List Admin permission must populate with selections: Company Group, Company Category, Company Type, Company Additional Name Type, and Company Status. These lists allow the List Admin to control how companies are categorized, typed, named, and grouped, which facilitates searching for specific data. Managing the items in the field lists in a Company Profile is accomplished from the List Administration screen.
The Company Group field list is used as a security measure to control user access to Company Profiles. A List Admin can create a restricted company group list item and assign companies whose profiles need to be available to only select users to the restricted company group through their user role.
A List Admin can also identify the required fields in a Company Profile, as well as provide a Quick Tip for a field, which displays when a user hovers over the field.
A List Admin can perform the following tasks associated with the default field lists in a Company Profile:
- Add an Item to a Company List
- Edit and Move Items in a Company List
- Disable and Delete Items in a Company List
- Identify a Required Company Profile Field
- Set Up a Company Quick Tip
In addition to the default field lists in the Company Profile screen, lists can be added to program screens for other features linked to a Company Profile: Additional Fields, Locations, People, Documents, Relationships, Workflows, and Additional Forms.
Company Additional Fields
Within the Company Profile is a section where a user with the Additional Forms Admin permission can add additional fields in order to customize the default Profile screen. If any of the fields added to the Company Additional Fields section of the Profile are field lists, a user with the List Admin permission must provide these list selections and then manage the selections, which includes editing and moving list items, and disabling and deleting list items.
Company Locations List
The Company Profile contains a Locations link, which displays a Locations screen where users can provide multiple addresses for a company. This screen contains a Location Type field list that a List Admin must populate with selections, such as billing location and shipping location, so users can identify the type of location for every company address they add. A List Admin can also designate the required fields in the Locations screen, as well as provide Quick Tips to assist users in populating a field.
A List Admin can perform the following tasks associated with the fields and lists in the Locations screen:
Company People Lists
The Company Profile contains a People link, which takes users to a screen where they can add all of the people associated with a company and/or the company's contracts. The People screen contains one Functions field list, which allows users to identify one or more functions for each person. A List Admin is responsible for identifying all of the functions associated with creating, managing, and negotiating contracts.
A List Admin can perform the following tasks associated with the people Functions field list:
Company Document Lists
The Company Profile contains a link to the Documents screen, where users can upload, edit, and download documents. The Documents screen contains two field lists used to capture specific data about the document: Document Type Groups and Document Types. A List Admin is responsible for providing the selections in both of these field lists.
A List Admin can perform the following tasks associated with the field lists in the Documents screen:
Company Relationships List
The Company Profile contains a link to the Relationships screen where users can add, edit, and delete relationships between companies. The Relationships screen contains a field list that identifies the various types of relationships that can exist between companies. A List Admin is responsible for providing the selections in this list.
A List Admin can perform the following tasks associated with the field list in the Relationships screen:
The Company Profile contains a Workflows button in the toolbar, which displays a Workflow Wizard when selected. The Wizard walks the user through the process of adding a workflow for a company-related procedure.
A user with the Workflow Admin permission creates the templates used in the Workflow Wizard. If a step in the workflow template requires the approval of more than one person, the Workflow Admin must add a routing table to identify the user functions that can approve the Gateway, or approval step. When adding a routing table, there is a Category list in the Routing Table Edit screen that is used to identify the type of routing table being added, and a Workflow Admin must provide the list selections for the Category list. Therefore, the Workflow Admin must also have the List Admin permission.
A List Admin can perform the following tasks associated with the Category field list in the Routing Table Edit screen:
Additional Form Lists
The Company Profile contains an Additional Forms link, which takes users to a browse screen listing all of the forms that have been linked to the Profile for the purpose of capturing additional company information. Users with the Additional Forms Admin permission design these forms using the Additional Forms feature and the forms are listed as categories in the List Administration screen, according to the name given to the form, if the form contains one or more field lists. Field lists appear as entries under the form name category and a user with the List Admin permission must manage the selections in the additional form field lists using the same procedures used to manage those in other Company Profile lists.