This screen is displayed once the Browse icon in the Classifications box is clicked.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.
Click Search to search for the classification based on the defined criteria.
Click Clear to clear the defined criteria.
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Click Previous to return to the previous page.
Click Next to go to the next page.
Select the required option to filter the classification that starts with or contains a certain letter or word.
Type a full or partial classification code to display the classification that matches the entered code. The code is based on the Code defined at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).
Type a full or partial description to display the classification that matches the entered description. The description of the classification is the Description defined at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).
Click Select to select the selected classification.
Note: The Select button is enabled only if a classification is selected.
Click Open to view and edit the details of the selected classification created at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).
Note: The Open button is enabled only if a classification is selected.
Click New to create a classification. For detailed instructions on how to create and edit classifications, see Creating and maintaining classifications.
Click Close to exit.