1. Implementing Financial Services
  2. Set Up Profile Options for Contact Type

Set Up Profile Options for Contact Type

You must set up profile options for contact type.

Following are the steps:

  1. Sign in to Oracle CX Sales using Administrator role.

  2. In the Setup and Maintenance work area, go to the following:

    • Functional Area: Application Extensions

    • Task: Manage Administrator Profile Values

  3. Search for ZCA_DEFAULT_CONTACT_TYPE profile option code.

  4. Set the Profile Option value to Customer.