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Conga Support

Managing Company Additional Fields

Administrators can add one or more additional fields to the default Company Profile using the Additional Fields feature. Administrators can also make an additional field required to ensure the information is captured for every company that is added to the Novatus system, as well as add a quick tip to help users correctly populate the field.

Whenever an Administrator adds a field list (i.e., combo list or multi-select list) as an additional field, the Administrator must also add all the item selections for the list from the List Administration screen. Once the list items are added, Administrators can manage lists by editing and moving list items, and disabling and deleting list items.

Company Additional Fields displays as a collapsible section in the Company Profile, beneath the Address Information and Description sections.

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Click on the image116.png icon to display the additional fields for the Company Profile.