Cross-cutting
Marriage status
This setup is used in the contact and employee record sheets.
- Code: titles (Mr, Mrs, Miss are managed by default)
- Rank no.: display sorting order when opening a list
- Wording: description
Customer and supplier type
The Customer and supplier type setup allows you to define a customer and supplier type for which the input of the SIREN is required. When the SIREN required box is checked in the setup of a customer and supplier type and the Type is specified on a customer or supplier record sheet, the SIREN n° field becomes required on the related record sheet.
This setup is available from Tools > Setup > General setup > Cross-cutting > Customer and supplier type.
To set up a new type, specify the following fields:
| Field | Description |
|---|---|
| Code | Specify the unique code of the customer and supplier type. |
| Label | Specify the label of the customer and supplier type. |
| Valid until | If needed, specify an end date for the customer and supplier type. After this validity date has passed, the type can no longer be used. |
| SIREN required | Check this box if you want the SIREN to be specified for this type. |
To delete a customer and supplier type, open the desired type, click on 
from the menu bar and confirm the deletion.
