Division records can be categorised based on their Incorporation Type such as:

  • Public
  • Private
  • Charity

This list is configurable to add new options and hide those that aren't relevant for your business. The Incorporation Type can be found on the 'Details' page on a Division record. 

To configure your Incorporation Types, you will require Prospect Administrator rights. If you require these then please speak to your CRM Admin user or our Customer Services Team. 

Step 1: Navigate to the Settings Centre

To edit your Incorporation Types, click on the cog icon in the bottom left-hand corner.

Once within the Settings Centre, navigate to the 'People & Places' section and scroll down until you reach the Division Incorporation Type configure option.

Step 2: Configuring Division Incorporation Types

By selecting the 'Click to Configure' link, the Configure Division Incorporation Types window will open. Within this window, all of your current Incorporation Types will be listed. To add a new one click on the '+' icon in the top right-hand corner. 

Simply give your new Incorporation Type a name and click 'Create'. Your new Incorporation Type will now be available to be selected from the drop-down list.

Step 3: Obsolete Incorporation Types if Necessary

Finally, you may wish to obsolete certain Incorporation Types that you don't tend to deal with. To do so, click on the bin icon against the required Incorporation Type and the selected type will then be obsoleted, no longer appearing in the drop-down list. Please note, any Divisions assigned to this Incorporation Type will still remain. 

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