Profile Codes

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> Customer Contact -> Profile Codes

The Profile Codes are sub-categories that can be setup within the Profile Classes to further categorize customers.
 Multiple codes may be setup for each class.
 An operator must be assigned a Security Role that allows permission to the Customer Management - Profile Codes in order to access this table.

Refer to Customer Contact Management Overview for further details on this module.

The prompts are:

PROFILE CLASS

Enter the Profile Class or select one from the drop-down box as setup in Profile Classes.

SEQ

Accept the next sequence number automatically assigned for this record.
 Multiple codes can be setup per class.

CODE

Enter a Code category up to 5 characters.

DESCRIPTION

Enter the description for this Code up to 30 characters.

Finished?

Click ACCEPT when the codes are completed.

ACTIONS:
 Additional actions provided by buttons on the Profile Code screen include:

•Delete a Profile Class:
 Click the DELETE button and select the Profile Code to be deleted as outlined in Delete A Profile Code.
 Confirmation is required.

When a Profile Code is deleted from this table, all reference will also be removed for all customers from the Customer Profile Information.

Topic Keyword: CMPV01