Configure company-specific data
Apart from the default Marco data fields, companies can collect additional information from their staff by creating customizable company-wide data types, known as a Company Data Type.
Add custom Company Data Types to collect additional staff information.
To add a Company Data Type:
Go to Admin Settings > Company Data Type.
Select Add New.
The Add Company Data Type screen appears.
- Enter the Data Type Name, Input Type (Text, Date, Doc), and Display Order.
- Select whether to display the data field in the Personal Tab or Work Tab.
- In Notes, enter any additional information about the data type.
- (Optional) Select Add More Language to add translations for the data type.
- Select Save Changes.
You can edit a Company Data Type for the following reasons:
- To change the input type
- To change the display order
- To edit the notes for the data type
- To add translations for the data type
To edit a Company Data Type:
Go to Admin Settings > Company Data Type.
Under a Company Data Type, select Edit.
The Edit Company Data Type screen appears.- Update the relevant fields.
- Select Save Changes.
You can delete a Company Data Type if it is no longer needed.
If you delete a Company Data Type, the action cannot be reversed. All deleted Data Types can be viewed in Deleted Items.
To delete a Company Data Type:
Go to Admin Settings > Company Data Type.
Under a Company Data Type, select the Delete icon.
