Profile Management
Use the options from the Profile Management menu to create codes for defining the account types, address formats, address types, titles, alternate language titles, communication types, company types, keywords, and preferences associated with your profiles.
- Configuring Sales Account Types
- Configuring Profile Lookup from External Systems
- Address Formats
- Configuring Address Types
- Alternate (Name) Language Titles
- Configuring Business Segments
- Communication Types
- Configuring Company Types
- Configuring Forecast Types
- Configuring Frequency
- Configuring Genders
- Configuring Inactive Reasons
- Configuring Keyword Types
- Configuring Location Types
- Configuring Mailing Action Codes
- Configuring Global (Mailing) Action Codes
- Configuring Pay Days
- Preference Groups
- Preferences
- Profile Name Validations
- Configuring Profile Protection
- Relationships
- Configuring Restriction Reasons
- Sales Information
- Configuring Industry Codes
- Titles
- Configuring Travel Agent Types
- VIP Levels
- Configuring Credit Ratings
Parent topic: Client Relations Administration