Setting up customer profile functions

To set up customer profile functions, you must select the Auto Update Users check box for the nominated customer type in the Customer Type Maintenance form.
  1. On the sidebar, select System Administration > Customer Profile Parameters > Customer Profile Maintenance.
  2. Specify your search criteria.
  3. Click Search.
  4. In the Results panel, select a record.
  5. Select Options > Functions.
  6. To assign authorities to the customer, select an item in the Available Functions grid and click the right arrow button.
  7. To assign lists that the customer can view, select an item in the Assigned Functions grid and click Types.
  8. Click Save.