Classes of Business

You can search for, add, modify, and delete classes of business. You assign classes of business to clients to group them according to the type of company each of your clients represents. For more information, see Maintain Client Account Information. For imported accounts, Latitude assigns the class of business.

Related Topics

Add a Class of Business

Modify a Class of Business

Delete a Class of Business

Search for a Permission or System Code

Data Grids

Account Codes

Maintain Client Account Information