Setting Up Contacts

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

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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.