Assign a company UDC

Steps to assign a company UDC.

Companies > [Company]

Procedure

  1. On the Companies tab, select the target company.

    The selected company is highlighted.

  2. Use the scroll bar to move the pane until you can see the User Defined Categories columns.
  3. Click in the Company Category cell where you want to assign a UDC.
  4. Click and select a company UDC from the list. Click x to clear a selection.
  5. [Optional] Assign additional UDCs to this company in the other UDC columns.
  6. Repeat this procedure to assign UDCs to other companies.