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Setting Up Contacts
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Setting Up Contacts

Owned by Documentation Reviewer
Apr 21, 2020

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. 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.

To set 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.

To set 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.

To set 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.