Modifying customer contact types
You can modify an existing Customer Contact Type, using the Customer Contact Type screen.
About this task
Procedure
- 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.
- For the customer contact type you want to modify, double-click
the Customer Contact Type Name or the Customer
Contact Type Description text box. Note: You cannot modify the content in the Code Value box.
- In the Customer Contact Type Name box, modify 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, modify the 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.