Use this dialog box to Create Company Roles.

Company roles are useful when sending items to a group of contacts. For example, you can send a change document to every subcontractor in the Company Directory by specifying the contact role code SUB when you generate a change.

Acronym

Enter an abbreviation for the company role, up to four characters.

Description

Enter a description of the company role.

Type Name

Select a job type for the role from the drop-down list.

Move Below

From the drop-down list, choose the location below which you want to insert the new definition.

Note: Company Roles defined here appear in all projects in the database.

How to access this dialog box:

1. Right-click on the top-level folder (All Projects) and choose Dictionaries, Company Roles.
2. Click Add from the Company Roles Dialog Box.

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