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There is a hierarchy to account classifications. Type is the highest level followed by primary code and secondary code. The list of values available from each field comes from your account classification. The classification is set up by your implementation team. The information is specific to your organization's product and customers.

You can update account classifications at any time. The date of the change is automatically recorded in the Entry Date field.

   To enter or update account classifications:

1. Select the Classification sub tab.

2. Select a type from the list of values.

An example of a type is a sector, or if you are dealing in machines, it could be hardware. This classification type could also be an SIC code.

3. Select a primary code from the list of values.

The primary code further describes the interest type. To continue the above example, the type sector might have three primary codes: commercial, federal, and public.

4. Select a secondary code from the list of values.

The secondary code further describes the primary code. For example, if the primary code is public, three possible secondary codes are university, county government, and city government.

5. Enter a description (optional).

Description is a free field. You may enter up to 250 characters.

6. Enter a status.

The status is in context to your organization and is set up by your implementation team.

7. Choose Save on the toolbar to add the account's classification information to the database.