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New Company Type

Overview

The New Company Type form is used to create a new company type in the system. Company Types are referenced in the New Company form under the Company Type dropdown.

Navigate to: Administration > Entity > Company Type > New Type

New Company Type Form

Form Fields

Field Type Required Description
Type Name Text ✅ Enter a unique name for the company type (e.g. Construction, LLC, Non-Profit)
Description Text ❌ A brief description of the company type
Status Dropdown ✅ Set the status. Default is Active

Step-by-Step: How to Create a New Company Type

  1. Go to Administration → Entity → Company Type → New Type
  2. Enter a Type Name (e.g. Corporation, LLC, Non-Profit)
  3. Optionally enter a Description
  4. Set Status to Active (default) or Inactive
  5. Click Save to create the company type

!!! success "Expected Result" The new type appears in Administration → Entity → Company Type → All Type and becomes available in the Company Type dropdown when creating a new company.

!!! tip "Buttons" - Back — Returns to the previous page without saving - Reset — Clears all fields back to default - Save — Submits and creates the company type record