Nominating function types to the customer type

You can nominate which function types or enquiry lists are relevant to the customer type or function combination.

  1. On the sidebar, select System Administration > Customer Profile Parameters > Customer Type Maintenance.
  2. Select the check box for a customer type and click Customer Type Functions.
  3. In the Allocated Functions grid, select a function and click Types.
  4. To nominate function types to the customer type, select an item in the Types Not Authorized for this Function grid and click the right arrow button.
  5. Click Save.