From the side menu you can quickly access the classification of your Contacts, whether they are Leads, Customers or Suppliers.
The side menu in question consists of a second level containing the various classification groups:
- Sales Category
- Company Groups
- Contact Origin
When one of the classification groups is accessed, a list of the related classification data is displayed as a table.
You can only input data in this type of list.
This allows you to enter a new element in the list
The New Element function is only displayed if the module allows for data input but above all, based on user privileges.
Clicking on the input button opens a new window that allows you to complete the fields regarding the type of classification, thereby linking “Sales Category Code” to “Sales Category Description”
In all classification data forms you must specify a unique Code that identifies the type of classification in question.
For example, under Sales Categories you must specify the Sales Category Code. This is always a 30-digit (max) alphanumeric code.
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