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Company Category
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Company Category |
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Company Categories allow you to sort the companies you do business with into various groups to facilitate searching, filtering, reporting and mail merging.
You can enter as many different types of companies as you require under Company Category 1, Company Category 2 and Company Category 3. These three lists are independent of each other. Company Categories 2 and 3 are not sub-sets of Category 1. The separate lists allow you to keep the categories organized under shorter lists if you prefer. A company may belong to more than one category listed under any of the three lists.
| 1. | Select Setup | General Lookup Tables from EventPro's main menu. From the drop-down list in the top left corner, select one of the three Company Category lists (1, 2 or 3). |
| 2. | Click the New button in the upper right corner. |
| 3. | In the Company Category [New] window that appears, enter the name of the category. Examples include: “Business”; “Wedding”; “Government” or “Non-Profit.” |
| 4. | Click Save. Continue this process until you have defined all of the Company Categories that you think you will need. You can always return later to add more categories. |
| 5. | To Edit, View or Delete any of the Company Categories under lists 1, 2 or 3, see Edit, View or Delete General Lookup Tables below. |