Adding a line of business
- Open an account.
- Click Line of Business.
- Click Add.
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Specify this information:
- Branch Type
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Select from the list. The items that are displayed in this list are defined in M3 Mobility Core Toolbox.
- Code number
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The value that is displayed depends on the branch type defined in M3 Mobility Core Toolbox.
- Branch Index
- Select this option to set the business as the principal industry.
- Click Save.