Usage:

Statement Classes is be available on Customer form.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Statement Classes

 V11 - CRM- Customers - Statement Classes

Statement Classes form

hmtoggle_arrow1How to add a new Class:

1.Click V11 - new and the New Value(s) form will open.                      

2.Enter the new Class.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Class:

1.Select the Class record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.

3.Enter the new Class.

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Class:

1.Select the Class you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.