Adding new customer contact types

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.

Procedure

  1. Navigate to Customer Contact Type screen. To navigate to the Customer Contact 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 Contact Type .

      The Customer Contact Type screen is displayed. Existing customer contact types, if any, are displayed.

  2. Click the Add button to create a new customer contact type. The New Value dialog box is displayed.
  3. 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.
  4. 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.
  5. 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.
  6. Click Save.