Navigate to: Nam > Setup Information > ContractContact/Remark Types
| Panel | ||
|---|---|---|
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This example is adding Credit Application. |
2. Enter a code that you would like to use for Credit Application > Select the “OK” button
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3. Enter the following information:
Description
Contact Category
Hierarchy Sequence
| Info |
|---|
Hierarchy Sequence is just a number that tell the system what order to display the information on the screen |
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4. Once all necessary information is entered, Select the “Save/Exit” Exit” button
5. Confirm that your newly created field now appears in the contact information
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Jan 20, 2023
Shanda W