How To: Setup CRM Contact Types

CRM Contact Types are used when adding entries to the Communication Log in the following areas:

• Contact Type column in the [ Customer / Supplier | Detail | CRM | Communication Log ] screen.
• Contact Type column in the [ CRM Manager | Comm Log ] screen.
• Contact Type in the [ List Manager | List ] tab using the  button.
• CRM Type drop down when adding an entry in the [ Sales Orders | Detail | CRM | Comm Log ] grid.
• CRM Type drop down in the Comm Log Entry dialog accessed in the system by pressing Ctrl+ Shift+C.
  
  

1. Open a System Data screen (show me how).
2. Open the [ Comm Log Types ] screen.
3. Press Alt+E or click  to enter edit mode.
4. Press F3 or click  to add a new item.
5. Enter the description for the contact type in the CRM Contact Type, for example call, appointment, catalogue request etc.
6. Enter a number in the Display Order. This is used to define the order in which the list of Comm Log Types is displayed in the CRM Type dropdown in the Comm Log Entry dialog.
7. Press Ctrl+S or click  to save.
   
   

See Also

• System Data overview