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This text refers to program version 5.1  

Classification Types

Classification Types are used to divide the Contact Classifications into groups.

You can define Classification Types using a setting in the CRM module. Use the [Select Module] button in the Master Control panel to enter the CRM module and then select 'Settings' from the File menu or click the [Settings] button, also in the Master Control panel. Double-click 'Classification Types' in the resulting list.

The 'Classification Types: Browse' window opens, listing the available Classification Types: to enter a new item, click the [New] button in the Button Bar. The 'Classification Type: New' window appears: enter the details as appropriate and click [Save] to save the new record.

You can make sure that all Contacts are given a Classification belonging to a particular Classification Type. For details, please refer to the description of the header of the Customer Categories setting.

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