How would I add a new business type for leads?
Hi Gordon,
- Go to Admin → Maintenance → Data Maintenance
- Search for BUSINS
- Click on “BUSINS (Business Types)” link
- Add Record
As with any “system catalog”, be aware of CETEC’s warning:
Warning: Removing/Changing data may have repercussions on other related data sets.
If you want to modify a row that has been added already, we strongly recommend that you rename the row rather than delete the row - deleting the row could orphan off any related data.
Got it, thank you! And good point about changing or deleting anything in those tables. Appreciate it.
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