You can add a new Customer Contact Type, using the Customer
Contact Type screen.
About this task
Note: The
fields marked with * in the New Value dialog
box are mandatory.
- Navigate to Customer
Contact Type screen. To navigate to the Customer
Contact 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 Contact Type .
The
Customer Contact Type screen is displayed. Existing customer contact
types, if any, are displayed.
- Click the Add button to create a
new customer contact type. The New Value dialog
box is displayed.
- In the Customer Contact Type ID box,
ensure that you specify an ID for the customer contact type.
The
number of characters that you can enter in the Customer
Contact Type ID box is 40 characters. It is recommended
that you specify a unique contact type.
- In the Customer Contact Type Name box,
ensure that you specify the name of the customer contact type, as
you want it to appear throughout the system. The maximum number of
characters you can enter in the Customer Contact Type Name box
is 40 characters. It is recommended that you specify a unique name.
- In the Customer Contact Type Description box,
enter a detailed description for the customer contact type. The maximum
number of characters you can enter in the Customer Contact
Type Description box is 100 characters.
- Click Save.