Configuring customer type search options

You can configure the customer search feature to allow the user to select the customer type during the search (consumer or business). If you model only one type of customer in your customer database, you may choose to hide this search criteria. You may also choose to default to the appropriate customer type for the search.

1. Navigate to the Customer Type Search Options window. To navigate to the Customer Type Search Options window, perform the following steps:
   1. Log in to Sterling™ Business Center as an Enterprise Administrator. The Business Center home page opens.
   2. Click System Setup. The System Setup home page opens.
   3. Expand the Customer Definitions menu, and click Customer Type Search Options. The Customer Type Search Options window opens.
2. Select the Enable Customer Type Search check box to display both the customer types (Business and Consumer) as search criteria during customer search in the application.
3. Click one of the following options:
   • Business - Click this option to set Business customer type as the default search criteria.
   • Consumer - Click this option to set Consumer customer type as the default search criteria.
4. Click Save.