The Profile Classes are categories in which to classify your
customers or documents for reporting purposes.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Profile Classes in order to access this table.
Multiple Profile Codes can be assigned to each class to further group the customers.
Customers with selected profiles can then be retrieved into a
list using the By Profile tab on the Selection Criteria utility.
The list of customers can then be edited in Select Customer Records and various lists
produced.
Refer to Customer Contact Management
Overview for further details on this module.
The Contract and Invoice documents can also be assigned a
Profile Class in the "Additional Information" on the document
header, to identify them for BI analysis reporting.
This process is activated by division when the 'Profile Class'
option is selected in the Contract Divisional Additional Information pop-ups.
No Profile Codes is required for this
document identification feature.
The prompts to setup a list of the Profile Classes are:
ACTIONS:
Additional actions provided by buttons on
the Profile Classes screen include:
When a Profile Class is deleted from this table, all reference will also be removed for all customers from the Customer Profile Information and from the Default Profile Codes table for customer Types.
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