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For X Dispatch 20.0 or newer. See here for older versions. |
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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.
| Field Name | Description |
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| Type | Description of customer type. |
| ID | Unique numerical ID for customer type. |
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There is a Customer Type field in the customer record General tab. Use the drop down to select from your customer types.
User Permissions for Customer Types
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