To open the Classification Types setting, first ensure you are in the CRM or Service Orders modules or in the Sales Ledger. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Classification Types' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Classification Types' in the 'Settings' list.

The 'Classification Types: Browse' window will open, listing the Classification Types that you have already entered. To enter a new Classification Type, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Classification Type: New' window appears: enter a Code and a Comment as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) 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 Category window.

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Go back to:

Home page for Settings connected with Customers Suppliers and Contact Persons
Home page for Settings in the CRM module
Home page for Settings in the Service Orders module
Home page for Settings in the Sales Ledger
Home page for Customers, Suppliers and Contact Persons manual
Home page for CRM module manual
Home page for Service Orders manual
Home page for Sales Ledger manual
Home page for Standard ERP manual

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