Navigate to System Settings in the top right corner under the profile icon (), open Registration Fields, click on the Company Fields tab and customise the fields you need to be associated with a company's profile, as well as specify the desired Field Rules.
The company details form is presented to companies when completing the pre-qualification or when creating a new company. Altora provides several default form fields that can be customised to reflect what you would like companies or admins to enter and/or see. The company details form is presented to company administrators when they complete their pre-qualification, and they can keep their details up to date in the Company Details section of their My Company tab.
Field rules
Field rules set the status of each field. There are four possible rules:
- Shown - the field is displayed on the company profile
- Hidden - the field is not shown on the company profile
Editing form fields
The company fields are drop-down lists, where the admin or users make a selection from predefined values. These are useful for grouping to produce meaningful reports.
To edit the drop-down selection, click on the Edit button next to the field. In this section, you can add new options or delete existing ones.
To add a new drop-down option, write the option in the Enter option name box and then click Add Option.
To delete an existing option, click the red x button next to the option. If there are currently companies assigned this option, a pop-up will appear asking whether you would like to transfer these records to another option.
| Ensure you click SAVE at the bottom of the page to save your changes. |
Managing the drop-down fields arrangement
All dropdown registration fields can be sorted in either ascending or descending alphabetical/numerical order. Additionally, there is also the ability to drag and drop the position of a dropdown option.