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Info

This page is for the Operations App. For the Desktop Classic Operations App please see Customer Types (Desktop Classic Operations App).

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  1. Go to Maintenance > Customer Types

  2. Check the checkbox of the customer type(s) you would like to delete. 

  3. Click the delete button in the top right.

Customer Types in the

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Classic Operations App

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

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