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