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This text refers to program version 6.2  

Classification Types

Classification Types allow you to divide Customer Classifications into groups.

You can define Classification Types using a setting in the Contact module. Use the [Module] button in the Master Control panel to ensure you are in the Contact module and then 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.

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Settings concerned with Customers, Suppliers and Contact Persons:

• Introduction
  

• Classification Types
  

• Contact Classifications
  

• Customer Categories
  

• Delivery Addresses
  

• Delivery Modes
  

• Delivery Terms
  

• Info on Customer Status Report
  

• Job Descriptions
  

• Normalized Phone Numbers
  

• Payment Terms
  

• User Defined Fields - Contacts

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• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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