About the Customer and Member Management Forms

This topic provides field-by-field information on every form used in Customer and Member Management and includes all services found in the Customer Management and Administration – CRM applications. This topic is intended for use as a reference for the various fields on any Customer and Member Management form.

This topic documents the forms in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in these sub-topics are required at the entity level. In some cases, a required field may already have a default value, so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open an appropriate Service Properties dialog (by right clicking the service in the Navigation Bar and selecting Properties) and clicking the Fields tab.

The forms are documented in the following sub-topics:

• About the Account Manager Functions Form
• About the Account Managers Form
• About the Address Types Form
• About the Address Verification Run Details Form
• About the Address Verification Runs Form
• About the Address Verification System Attributes Form
• About the Address Verification System Countries Form
• About the Address Verification Systems Form
• About the Addresses Form
• About the Companies Form
• About the Companies Summary Form
• About the Company Product Codes Form
• About the Company Relationship Types Form
• About the Company Relationships Form
• About the Company Tax Exempt Codes Form
• About the Company Types Form
• About the Contact Log Form
• About the Contact Log Categories Form
• About the Contact Log Types Form
• About the Credit Status Form
• About the Education Fields Form
• About the Education Levels Form
• About the Functions Form
• About the Person Companies Form
• About the Person Education Form
• About the Person Functions Form
• About the Person Relationship Types Form
• About the Person Tax Exempt Codes Form
• About the Persons Form
• About the Persons Summary Form
• About the Phone Numbers Form
• About the Postal Codes Form
• About the Preferred Communication Methods Form
• About the Prefix Form
• About the Product Codes Form
• About the Relationships Form
• About the Revenue Categories Form
• About the Saved Payment Methods Form
• About the States And Provinces Form
• About the Suffix Form
• About the Task Definitions Form
• About the Task Types Form
• About the Tasks Form
• About the Topic Code Entities Form
• About the Topic Code Links Form
• About the Topic Code Possible Values Form
• About the Topic Codes Form

The following services appear in the Customer Management application but are described in other topics. Refer to the locations specified below for information on the following services:

• Member Status Types: See About the Member Status Types Form.
• Member Types: See About the Member Types Form.

The following services appear in the Administration – CRM application but are described in other topics. Refer to the locations specified below for information on the following services:

• Attendee Status: See About the Attendee Status Form.
• Batch Export Types: See About the Batch Export Types Form.
• Campaign Types: See About the Campaign Types Form.
• Cancellation Reasons: See About the Cancellation Reasons Form.
• Commission Type: See About the Commission Type Form for Publications.
• Restricted Countries: See About the Restricted Countries Form.