Company types
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.
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.
Create/edit company type
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