Add or Edit Customer Preferred Tracking and Reporting Reference Types

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Overview

Process

To Add a Customer Preferred Tracking and Reporting Reference Type:

1. Access the Customer Hierarchy for the specific customer. See Access the Customer Hierarchy.
2. Click the wrench at the level at which the reference type is to be set.
3. Click Reference Types.

The Customer Reference Type pop-up appears.

4. Click + Add new record to add Customer Preferred Tracking and Reporting Reference Types.
5. Click on the Select a Reference Type dropdown.
6. Select a preferred reference type.
7. Click Update to make the reference a preferred type or cancel to return.

Result

The Customer Preferred Tracking and Reporting Reference Types are saved.