System Settings: System Tables - Customer
The Customer tab in the System Tables category on the System Settings screen allows you to configure the values available in various dropdowns related to customers throughout the system, including journal action types, contact types, and address types.
Journal - Action Type
The Journal - Action Type section allows you to manage the action types available when creating journal entries on customer profiles.
Each field in the Journal - Action Type section is defined below.
| No. | Label | Definition |
| 1 | Active | A checkmark indicates that the action type is active in your instance. |
| 2 | Action Name | Name of the journal action type. |
| 3 | Rank | Order the action type displays in when using the action type dropdown. |
| 4 | System Entry | A checkmark indicates that the action type is a system entry and cannot be modified. |
Contact Types
The Contact Types section allows you to manage the contact types available when creating contacts on customer profiles.
Each field in the Contact Types section is defined below.
| No. | Label | Definition |
| 1 | Description | Name of the contact type. |
Address Types
The Address Types section allows you to manage the address types available when creating addresses on customer profiles.
Each field in the Address Types section is defined below.
| No. | Label | Definition |
| 1 | Active | A checkmark indicates that the address type is active in your instance. |
| 2 | Description | Name of the address type. |
| 3 | System Entry | A checkmark indicates that the address type is a system entry and cannot be modified. |
These actions are available on the Customer tab.
- Add a new item to any section by clicking the Add button in that section, completing the desired fields, and clicking the Save button.
- Search within any section by selecting a column from the dropdown and entering text in the Search field.
- Filter the items in any section by clicking Filter.
- For sections with the drag icons at the start of each row, reorder the line items by simply clicking and dragging the items into the desired order using the drag icons.
- Edit an item by clicking the ellipsis at the end of the row and selecting Edit from the menu options. Click the Save button at the bottom of the screen once you've finished making changes.
- Delete an item by clicking the ellipsis at the end of the row and selecting Delete from the menu options. NOTE: You cannot delete an item if it is currently in use in your instance.
- See the System Settings Overview article for more information about the other categories on the System Settings screen.