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
Click on Account & Settings
Click on Table Editor
Click on the New Company Requirements tile
Click on the checkbox for all the desired required fields
Uncheck a checkbox to no longer make a field required
Click on the Save button
Example of location of required fields
When adding a new Company, notice all the Starred (*) required) fields
In this example, the new required field is Category