MoversSuite Administration > Customer Service > Account Profile Document Group
Use this setup to establish classifications for Account Profile Documents. View the Account Profile Documents Setup topic for detailed information on applying this setup.
The following table describes the fields and functions within this setup.
|
Field |
Description |
|
Description |
Enter the name of the group (up to 64 characters). The group is used to categories document types through Account Profile Document Type Setup. |
|
Group Sort Order |
By default, the group sort within the Account Profile tab is in alphanumeric order. Optionally, you can assign a numeric placement for the groupings starting with 1. For example, if you wish a group to always display at the top of the listing within the Documents section within the Account Profile tab, then assign it a Group Sort Order of 1; apply order values to additional groups as needed from 2, 3, 4, etc. |
RELATED TOPIC:
Account Profile Documents Setup