Manage Contract Management Roles
Use this screen to mark roles as applicable to employees, customers, competitors, subcontractors, and contacts for records that you are maintaining in the CRM & Contracts domain.
If you select the check box under Customer, for example, the role code will be available in the lookup of customer roles on various screens within CRM & Contracts, and you can assign the role to a customer. If the check box is not selected, you will not be able to select or assign the role code to new records on those screens.
Only the check boxes can be selected or cleared on this screen. You cannot edit or delete any records, as all role codes and descriptions that display here are only those that have been set up on the Manage Functional Roles screen and have the Contracts check box selected.
If the Contracts check box is cleared in Manage Functional Roles after the role has been assigned to records in CRM & Contracts, that role will no longer display in Manage Contract Management Roles, but the records where the role has been used will not be affected.