All Collections
General Settings & Configuration
Configuring your Company Incorporation Types
Configuring your Company Incorporation Types

This article outlines how to configure your Incorporation Types, set at Company level within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Company 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 any Company. 


  • 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 settings drop down, then select System Settings.

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 Company Incorporation Type configure option.

Step 3: Configuring Company Incorporation Types

By selecting the 'Click to Configure' link, the Configure Company 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 Companies assigned to this Incorporation Type will still remain. 

Did this answer your question?