Customer Contact Roles must be configured for use in BPO CRM, when creating a new customer contact, e.g. 'Buying Officer', 'Technical Manager', etc.

Ribbon Access:   Configurator   >   Static Data > Static Data

• The Static Data listing screen will be displayed.
• Use the filter row or scroll down the list until you find the CRM: Contact Roles row.
• Click on the expand icon in this row.

• The CRM: Contact Roles Codes frame will be expanded.
• Here you can view a list of CRM: Contact Roles codes currently on the system.
• Right click anywhere in a row of this Codes data grid.

• A Process menu will pop up.
• Click on Add - Add New Code.

• The final row in the Codes data grid will now be 'activated'.
• The Code Type, Status and Sort Order columns will now be populated.

• Code: Click in this text box and type in a code specific for this new CRM: Contact Role.
• Code Description: Click in this text box and type in a description for this new CRM: Contact Role code.

• Code Type: This can remain as None.
• Status: This will auto populate with A - Active.
• Sort Order: Click in this text box and either type in or use the arrow indicators to select the sort order for this new CRM: Contact Role code.
• Note: The sort order is the order in which this will appear in the CRM: Contact Role code drop-down list in BPO. If each CRM: Contact Role code has the number 1, then the drop-down list will usually default to an alphabetical order in BPO. If, for example, it is numbered 2, then it will appear 2nd in the drop-down list in BPO.

• When you have finished adding the new CRM: Contact Role code details, press Enter.
• An Update message box will appear, asking;
• Are you sure you want to save changes to this code?
• Click on Yes.

• The new CRM: Contact Role code will be saved and a new row will be added to the Codes data grid.
• Collapse the Codes frame when you are done.