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, and then Customer, and then 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.