Company types
Companies can be categorized using the Company Types classification system. This can be especially useful when adding firms to an Invitiation To Bid (ITB) list or Request For Pricing (RFP) Package.
Example Company Types
- Customer
- Supplier
- Supplier - Windows
- Supplier - Doors
- Subontractor - Concrete
- Subontractor - Electrical
- Subontractor - Mechanical
To View and Add Company Types
- Log in to Sage Construction Management as an Admin.
- Click Settings (Gear Icon).
- Click Feature Settings | Contact Management.
- Navigate to the Company Types section.
- To add a Company Type option, click the Add button above the grid.
- Navigate to the grid footer and enter the Company Type.
- Click the Save button below the grid.
Note: A Company Type can not be deleted if it is referenced in the Company Profile form.