Configuring a company role

To configure roles to assign to external parties, for example customer, supplier, consignee, etc., do the following:
  1. In the Module menu, click CRM.
  2. In the Menu bar, click Configuration.
  3. In the Submenu, click Company Role.
  4. Click .
  5. Fill in the following fields:
    Field Task
    Code Fill in a short description of the name, for example NM
    Name Fill in the description in full, for example Name
  6. Click Save.
Assign a company role to an external party in the CRM module.