Using the directions on the sub-pages that follow for each item, enter the applicable information for your company. The values you enter for each item will show up in the drop down menus found on a Customer Record (See Onboarding: Definitions).
Typically, these values would only need to be entered once, but ongoing updates may be necessary as processes or policies change at your company.
There are no limits to the number of values you can have for the items on the following sub-pages.