Company Info
The
Company Info
tab contains general company information, such as the Company Name, Company Type, Company SCAC, Federal ID, etc.
Company Info Sections
The contents of this tab are in a form view. This form can be broken into multiple sections (e.g. General, DPS).
Hiding/Expanding Sections
To hide a section:
1. Choose a section to hide.
2. Click its corresponding arrow on the far right.
The fields for that section will now be hidden on the screen. Clicking the arrow a second time will make the fields visible again.
Fields
Fields with a red asterisk (*) beside the field name are required fields and cannot be omitted.
If a required field is blank, the bar below the field name will turn red.
Filter Form Fields
Each section will have a “Filter Form Fields” search box. As the you type a value into this textbox, the section will refresh to only show fields matching what was typed.
Show Required Fields
To filter a section to only show the required fields, check the “Show Required Fields” box. The grid will refresh to only show required fields.
Show Empty Fields
To filter a section to only show the empty fields, check the “Show Empty Fields” box.
The grid will refresh to only show empty fields.
Making Changes in “Company Info”
To make a change in the “Company Info” tab:
1. Choose a field to modify.
2. Click on the field.
3. Make any necessary changes.
This Company Info tab also supports setting Screening Profile and Name Type for the company being edited. The "Screening Profile" represents the default DPS Screening Profile (settings and lists) for the Company selected. "Name Type" Indicates whether the name represents an Individual or an Organization, and is used during DPS Searches.
4. Once all desired changes are complete, return to the top of the “Company Maintenance” screen.
5. To save the changes, click “Save”.
Related Content
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Company Maintenance
Format:
Article