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Conga Support

Adding an Item to a Company List

There are five field lists in the default Company Profile:

  • Company Category - provides a broad classification of the types of companies with which your organization does business (e.g., corporation, partnership, or conglomerate). The default sort order for the list is alphabetical, but the default can be disabled so that the items in the list are sorted in the order in which they are added.
  • Company Type - provides a narrower, secondary classification for a company (e.g., supplier, distributor, or reseller). The default sort order for the list is alphabetical, but the default can be disabled so that the items in the list are sorted in the order in which they are added.
  • Company Group - provides a security measure by restricting access to companies in a specific group (e.g., Restricted, Confidential, Proprietary) since access to company groups is defined when setting up a user role. Therefore, every time you add a new company group, you must grant permissions for this group to the various user roles.
  • Company Additional Name Type - provides a way to identify and track the dba (doing business as), fka (formerly known as), and aka (also known as) names for a company.
  • Company Status - provides a way to identify the statuses of the companies your organization does business with (e.g., Active, Inactive, or On Hold).

In addition to these default field lists, Administrators must add selections to the field lists they have added to the Company Additional Fields section of the screen. All field lists in a Company Profile are added using the following steps. In the example below, a new Company Group is being added.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Lists to display the List Administration screen.

Note: If the Lists link is not in your Admin menu, you do not have the permissions to use this feature.

B

Fields List category

Locate the Company category in the browse screen by entering "comp" (or company) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: The items in this category include five company field lists, a link to the profile fields that can be made mandatory, and a link to the fields for which a Quick Tip can be added.

C

Company list

Locate the field list that needs the new item, and click on it to display the existing items in the field list.

D

Excel button

Click if the list of selections is lengthy, and you want to view the list in an Excel spreadsheet. The Excel application launches and displays a spreadsheet with an easy-to-view listing of all list items.

E

Add button

Click to display a New Item record with editable fields. The New Item record displays at the top of the list.

F

New Item - Name and Description fields

  • Click on the New Item text in the Name column, and enter a name for the field list item exactly as you want it to appear in the company list.
  • Click on the Default Description text in the Description column, and type the information or instruction you want to display when a user "mouses-over" this item.

Note: The Company Status field list also has an editable Status Type list with "Active" and "Inactive" as the options.

G

Save button

Click to add a new item selection to the company list.

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