This section includes the fields and descriptions for the Customer Level Setup tab.
Customer Linking Rules Island
Field | Description |
Level 1 - Level 2
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In this field, you can enter the standard linking rule from level one to level two. If no linking rule is specified, the standard linking rule will be used.
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Level 2 - Level 3
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In this field, you can enter the standard linking rule from level two to level three. If no linking rule is specified, the standard linking rule will be used.
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Level 3 - Level 4
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In this field, you can enter the standard linking rule from level three to level four. If no linking rule is specified, the standard linking rule will be used.
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Level 4 - Level 5
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In this field, you can enter the standard linking rule from level four to level five. If no linking rule is specified, the standard linking rule will be used.
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Contact Company Linking Rules Island
Field | Description |
Level 1 - Level 2
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In this field you can enter the standard linking rule from level one to level two. If no linking rule is specified the standard linking rule will be used.
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Level 2 - Level 3
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In this field, you can enter the standard linking rule from level two to level three. If no linking rule is specified, the standard linking rule will be used.
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Level 3 - Level 4
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In this field, you can enter the standard linking rule from level three to level four. If no linking rule is specified, the standard linking rule will be used.
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Level 4 - Level 5
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In this field, you can enter the standard linking rule from level four to level five. If no linking rule is specified, the standard linking rule will be used.
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Level Names Island
Field | Description |
Level 1 Name - Level 5 Name
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In this field, you specify the name of Customer level 1 through 5.
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