Page Comparison

When managing companies in Microbizz, you can divide them into groups called company types.

These can be used for many purposes, including:

• Group companies that are alike
• Show/hide custom fields
• Control hour prices per company type
• Searching/filtering companies

Company type is added to companies when creating/editing.

Image Added

List company types

To see and manage company types, simply go to SETTINGS

> COMPANY TYPES where you will see a list of existing company types.

Image Added

Create/edit company type

Image Added

After

pressing New company type you will be able to fill out the following information:

• Type name: The name of the company type
• Letter: A letter to distinguish the company type
• Colour: A colour to visually distinguish the company type
• Process (Prospect): Choose if the system should start a unit in a process when a company with this type is created and at the same time is a prospect
• Process (Non-prospect): Choose if the system should start a unit in a process when a company with this type is created