Set up Company Requirements (Table Editor)

Customize which fields are required to manually add companies into the system.

This is to ensure that when companies are entered into Avionté, they are done so in a standardized format. An additional way of enhancing the company search is the ability to add custom company tags when inputting new companies. 

 

Add or remove required fields for new Companies

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on the New Company Requirements tile
  4. Click on the checkbox for all the desired required fields
    1. Uncheck a checkbox to no longer make a field required
  5. Click on the Save button

New Company Requirements - Add New - Save.gif

 

Example of location of required fields

When adding a new Company, notice all the Starred (*) required) fields

Copmany - New Company - Required fields.gif

 

  • In this example, the new required field is Category

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share