Multiple profile classes with codes can be assigned to specific
customers in the Profile Info window in the Customer Contact Information.
These profiles can be used to build and filter selection lists on
the By Profile tab on the Selection
Criteria utility.
Profile Class/Codes defined by the customer's primary Customer Type in the Default Profile Codes will be added automatically to new customers, and will also be added to any existing customers but only when this Customer Profile Information window is accessed, and if no other profiles have already been setup for that customer.
The prompts to create and maintain the profiles are:
Note: When a Profile Class or Code is deleted from Profile Classes or Profile Codes, that class or code is also removed from any associated customer profiles.
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