Division records can be categorised based on their Incorporation Type such as:
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 any Division.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Incorporation Types, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to People & Places in Settings
Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the Division Incorporation Type configure option.
Step 3: 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 plus icon in the top right-hand corner.
Step 4: Add Incorporation Type Details
Simply give your new Incorporation Type a name and click 'Create'. Your new Incorporation Type will then be available to be selected from the drop-down list.
Step 5: Obsoleting Incorporation Types
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.