Set the Default Customer Type

This topic describes how to set the default value for the Customer Type field.

The Customer Type field indicates the type of customer you have (account, contact, or household), and controls which search and select dialog box displays in the Account field (which you have previously renamed). In a simple B2C configuration, you should set the default value of the Customer Type field to Contact and confirm that the actual field is hidden from users so they can't change the value. At runtime, when your B2C users search for and select customers, they will see a list of contacts (and not accounts).

To configure the Customer Type field so that it's compatible with B2C, you should:

1. Set the default value for the Customer Type field.

2. Confirm that the Contact search and select dialog box displays at runtime from the Account field.

3. Confirm that the Customer Type field is hidden from users.

Set the Default Value for the Customer Type Field

The value in the Customer Type field controls which search and select dialog box displays in the Account field (which you have previously renamed to Client or Customer or whatever works for your business). If you set the default value for the Customer Type field to Contact, then at runtime when your users want to search for and select a customer or client in the newly renamed Client field, the Select: Contact dialog box displays.

1. In the Setup and Maintenance work area, select the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Standard Lookups

2. Enter ZCA_RECORD_TYPE in the Lookup Type field and click Search.

3. Deselect the Enabled check box for the ORGANIZATION lookup code (Account meaning).

4. Confirm that the PERSON lookup code (Contact meaning) has the lowest display sequence number. The value with the lowest display sequence number is the default value.

5. Click Save and Close.

Confirm that the Contact Search and Select Dialog Box Displays

After you set the default value for the Customer Type field to Contact, confirm that the Select: Contact dialog box displays in the Account field (which you have renamed to something else).

1. Navigate to the create or edit pages for the Activity object.

2. In the Account field, now renamed to Client or Customer (or whatever you selected), click the down arrow and then click Search.

   The Select: Contact dialog box should display.

3. Repeat this procedure for these additional objects:

   • Opportunity

   • Sales Lead

Confirm that the Customer Type Field is Hidden

After you set the default value for the Customer Type field, confirm that this field isn't displaying at runtime to any users. In a simple B2C configuration, you're not selling to accounts or households, so users don't need to change the value.

1. Navigate to Application Composer and expand Standard Objects.

2. Expand the Activity object and click the Pages node.

3. On the Simplified Pages tab, review each active page layout to confirm that the Customer Type field is hidden. The Customer Type field should be in the Available Fields list, not in the Selected Fields list.

4. Repeat this procedure for these additional objects:

   • Opportunity

   • Sales Lead