Apply a Company Category Code (Cloud)
Company Category Codes allow you to organize company profiles into specific groups or classifications. Assigning categories helps staff quickly identify the type of company they are working with and allows companies to be sorted or filtered when reviewing company listings. For example, categories may be used to group companies such as Corporate Accounts, Local Businesses, Government Agencies, or Travel Partners. Proper use of company categories helps maintain organized company records and supports reporting or operational segmentation.
Path: Sales and Marketing > Company
Instructions
Company Category Codes are assigned directly within the Company Profile.
1. Locate and open the desired Company Profile.
2. In the Company Information, locate the Category Code field and select the appropriate Company Category Code from the dropdown list.
3. Click the Save icon to apply the change.
The selected category will now be associated with the company profile.
Why Company Categories Are Useful
Assigning Company Category Codes helps properties organize and manage their company accounts more effectively. Categories can help staff:
- Group companies by type (corporate, government, local business, etc.).
- Filter company listings when searching for company profiles.
- Support internal reporting or segmentation.
- Improve organization of company records.
Using categories consistently helps maintain a clean and structured company database.
Still Need Help With This Topic?
Ask Yourself:
- Did I open the correct company profile?
- Is the appropriate category code already configured in the system?
- Did I click Save after applying the category?
Support May Ask You:
- Which company profile are you updating?
- What category code are you trying to assign?
- Does the category code appear in the dropdown list?
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