CRM Phase 2 - Flipbook - Page 190
STEP
PROCESS
STEP 1
From the CRM menu, select Miscellaneous options.
STEP 2
Select Contact type groups.
STEP 3
STEP 4
STEP 5
To create the code, select Column.
Click on Create.
Enter a 3 Alphanumerical code (where alpha is used capital letters are recommended)
e.g. ST1.
Enter a meaningful description in upper and lower case.
Field
Description
Group code
Enter a two character or numeric code e.g. LS for Lost Sale
Type
Enter the type of this contact group
Description
Enter a meaningful description using upper and lower case
Cost centre
This field contains the cost centre/department for which this
group code is valid
Creating a Contact Type Group Code
02.012.03.L1 9304E
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