MoversSuite Administration > Customer Service > Account Profile Document Type
Use this setup to establish types 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 |
|
Account Profile Document Group |
Select a group to have this type list under within the Documents section on the Account Profile tab. |
|
Description |
Enter the name of the type (up to 64 characters). The type allows you to further classify a document within a document group. This setting is available when adding or editing a document through the Add Account Profile Document dialog. |
|
Inactive |
Check this flag to inactivate this type; the type no longer appears as an available option for Account Profile Documents. Types marked as inactive remain assigned to documents and are visible within the Documents tab in Account Profile Setup and within the Account Profile tab. |
RELATED TOPIC:
Account Profile Documents Setup