Adding new customer relationship type

You can add a new customer Relationship Type using the Relationship Type screen.

About this task

Note: The fields marked with * in the New Value dialog box are mandatory.

Procedure

  1. Navigate to the Relationship Type screen. To navigate to the Relationship Type screen, perform the following steps:
    1. Log in to Sterling Business Center as an Enterprise Administrator.
    2. From the System Setup Home page, expand the Customer Definitions menu, and then click Customer Relationship Type .

      The Relationship Type screen is displayed. Existing customer relationship types, if any, are displayed.

  2. Click the Add button to create a new relationship type. The New Value dialog box is displayed.
  3. In the Relationship Type ID box, ensure that you specify the customer relationship type
    The number of characters that you can enter in the Relationship Type ID box is 40 characters. It is recommended that you specify an ID for the relationship type.
  4. In the Relationship Type Name box, ensure that you specify the name of the customer relationship type, as you want it to appear throughout the system. The maximum number of characters you can enter in the Relationship Type Name box is 40 characters. It is recommended that you specify a unique name.
  5. In the Relationship Type Description box, enter a detailed description for the customer relationship type. The maximum number of characters you can enter in the Relationship Type Description box is 100 characters.
  6. Click Save.