Companies

Companies

As an administrator, you can create and manage a list of companies users can select in smartApps.

To allow users adding free text information as a company, turn off the List of predefined companies for current jobs toggle. Otherwise, users can select a company for the current job among the ones you add to the list.

To add a company, follow the steps listed below:

1. On the navigation menu, click Setup, and then click Companies.
2. Click + Add company.
3. In the Add company dialog that appears, enter a company name, and then click Add.

To change the order of company records you have added, click and hold the three lines icon to the left of the company record and drag it to the position you need.

To edit a company record, point to the record, click the pencil icon, edit the company name, and then click the confirm icon.

To delete a company record, click the trash bin icon within the record.