CRM Phase 2 - Flipbook - Page 182
STEP
PROCESS
STEP 1
From the CRM menu, select Miscellaneous options.
STEP 2
Select the required look-up, for example, Source of business codes.
STEP 3
STEP 4
STEP 5
To create a new look-up, select Column.
individually.
Each code will now be listed
Click on Create.
Enter a 3 Alphanumerical code (where alpha is used capital letters are recommended)
e.g. YE1.
Enter a meaningful description in upper and lower case.
Creating and Deleting an Extra Details Look-up
02.012.02.L1 9304E
Page 182 of 205
