Customer Contact Improvements

You can now update the Customer Contact Type on an existing customer contact record in edit mode. The change in Customer Contact Type is only supported when the original and new type both reference the same business object. In addition, you will not be able to select a Customer Contact Type that meets any of the following criteria:

• Is associated with a Letter Template where the Special Extract checkbox is selected. This type of letter should only be created via a system-generated event, such as a collection notice.
• Has its Contact Action configuration option set to record a notification. Customer contacts of this type should only be created via a system-generated event.

In addition to the above, you can now add tags to classify a customer contact. Tag values are captured as characteristics where the Characteristic Type has the characteristic entity set to both Characteristic Tag and Customer Contact. On a customer contact, these tag values are displayed and maintained in the new Tag section, while other customer contact-related characteristics will continue to be displayed and maintained in the Characteristics section.

This enables the correct customer contact type to be assigned to an existing customer contact.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If an implementation wishes to prevent users from changing the Customer Contact Type on existing customer contact records, you can configure the Prevent Customer Contact Type Change feature option to Y on the Customer Information Options related feature configuration.