Customer Setup Overview

The Customer Setup is used to configure the values in the drop-down lists for the fields within the Individual and Organization profile pages and their Relationships.

To Navigate to the Customer Setup:

1. Open the Modules Menu and select CRM.
2. On the CRM Overview, click the Customer Setup link.

You can also select the Customer Setup group item link in the Overview group item.

Deleting Values

To Delete a Value From a Drop-down List:

1. On the Customer Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.
2. You will receive a warning message. Click OK to delete the item from the child form.

Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide/disable record? check box (see below).

Hiding/Disabling Values

To Hide/Disable a Value From a Drop-down List:

1. On the Customer Setup page, on the appropriate child form, find the record you would like to hide and click the edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it again.