...

...

...

...

...

...

...

...

...

...

...

...

...

Customer types do not have any default values so that you can customize this for your business. Examples include "Legal", "Medical" or "Retail" and can be used to group together customers for custom reporting. See How to download more Finds to your system for more information.

Customer types are set up in Maintenance > Customer Types.

Image RemovedImage Added

How to Add a Customer Type

1. Go to Maintenance > Customer Types.
2. Click the Image Added button.
3. Enter a Customer Type ID.
4. Enter a Customer Type.
5. Click the save icon. 

Image Removed

Image Added

Alternate Steps

1. Click the arrow next to the New button, or press Alt + N keys. 
2. Select Customer Type.

Image Added

^{Back to top.}

How to Edit a Customer

...

Type

1. Go to Maintenance > Customer Types.

2. Click the Customer Typethe customer type you would like to editedit or right-click the row and select Edit. 

   Note
   This will also update any customer record that uses this customer type.

   Click the save icon after edit is complete

   Info
   The right-click menu option Open in New Window will open the edit form in a window that can be moved around.

   
   

^{Back to top.}

How to Delete a Customer Type

1. Go to Maintenance > Customer Types.
2. Click on the box to the left of the Customer Type IDcustomer type you would like to delete.
3. Click the delete icon.

...

1. the Image Added button. 

^{Back to top.}

Section Functions

^{Back to top.}

Customer Types in X Dispatch

There is a Customer Type field in the customer record General tab. Use the drop down to select from your customer types.

^{Back to top.}

User Permissions for Customer Types

...

1. Go to Maintenance > Permissions.
2. Select a user by double clicking on the User ID. 
3. Click the + next to the checkbox for Maintenance Functions.
4. Click the + next to the checkbox for Customer Types.
5. Check the box for Customer Types and and/or Edit Customer Types. 

Removing Customer Type Permissions

Follow the steps above to uncheck the boxes.

^{Back to top.}