Setting Up Customer Contact Types

Every customer contact record has a contact type that controls the behavior of the customer contact.

Open Admin Menu, Customer Contact Type to define your customer contact types.

Description of Page

Every customer contact type is identified by a unique combination of Contact Class and Contact Type.

Enter a brief Description of the customer contact type.

Only specify a Contact Shorthand if customer contacts of this type can be added in the Customer Contact Zone. The value you specify in this field is what the user selects to add a customer contact in this zone.

Use Contact Action if something should be triggered when customer contacts of this type are added. The only valid value in this release is Send Letter. If you select this option, you must also specify a Letter Template. Refer to Printing Letters for more information about how letters are produced.

Use the Customer Contact Type Characteristics collection to define a characteristic that can be defined for contacts of a given type. Use Sequence to control the order in which characteristics are defaulted. Turn on the Required switch if the Characteristic Type must be defined on customer contacts of a given type. Turn on the Default switch to default the Characteristic Type when customer contacts of the given type are created. Enter a Characteristic Value to use as the default for a given Characteristic Type when the Default switch is turned on.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​CC_​TYPE.