Setting Up Customer Contact Classes

Every customer contact record has a contact type that classifies the record for reporting purposes. And every contact type, in turn, references a customer contact "class". The class categorizes customer contacts into larger groupings for reporting purposes.

Open Admin > Customer > Customer Contact Class to define your customer contact classes.

Description of Page

Enter a unique Contact Class and Description for each customer contact class.

After you have created your customer contact classes, you'll be ready to setup your customer contact types.