Setting Up Contacts

If you are using the Contact Management module, you can enter lookup information to be used in the Contact Setup window.

Setting up Role Types

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Role Types.
2. Enter a Role Type with a Description.
3. Select Save.

Setting up Phone Types

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Phone Types.
2. Enter a Phone Type with a Description.
3. Select Save.

Setting up User-Defined 1

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 1.
2. Enter User-Defined lookup information with a Description.
3. Select Save.

Setting up User-Defined 2

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 2.
2. Enter User-Defined lookup information with a Description.
3. Select Save.