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.
Prerequisites
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 Types 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 Company Incorporation Type a name and click 'Create'. Your new Company 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 Company Incorporation Types that you don't tend to deal with. To do so, click on the bin icon against the required Company 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 remain.
