Deleting customer relationship type

You can delete an existing Relationship Type using the Relationship Type screen.

About this task

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. In the Relationship Type screen, click the relationship type you want to delete and then click the Delete button. A confirmation message is displayed.
  3. Click Yes to delete the customer relationship type.
    Note: When you delete customer relationship type from Sterling Business Center and it is being used in Sterling Field SalesSterling Call Center, then the Code Value is displayed in place of the value entered in the Short Description in Sterling Field SalesSterling Call Center.