Setting Up Contacts

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

To set up role types

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Role Types.

2. Enter a Role Type with a Description.

3. Choose Save.

To set up phone types

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > Phone Types.

2. Enter a Phone Type with a Description.

3. Choose Save.

To set up user defined 1

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 1.

2. Enter User-Defined lookup information with a Description.

3. Choose Save.

To set up user defined 2

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Contacts > User Defined 2.

2. Enter User-Defined lookup information with a Description.

3. Choose Save.