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

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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 Find (BETA) for more information.

To get to the Customer Types section, go to Maintenance > Customer Types.

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Related pages

Related CXTU lessons

  • CSR Role Training: Customer Record

  • Accounting Role Training - Customer Record

  • Administrator Role Training - Customer Record

  • On-Boarding Training: Customers