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
- Navigate to the
Relationship Type screen. To navigate to the Relationship Type screen,
perform the following steps:
-
Log in to Sterling Business Center as an
Enterprise Administrator.
- 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.
- Click the Add button to create a
new relationship type. The New Value dialog box
is displayed.
- 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.
- 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.
- 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.
- Click Save.