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Customer types do not have any default values so 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 for more information.
Customer types are set up in Maintenance > > Customer Types.
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Field Name | Description |
|---|---|
Customer Type ID | Unique numerical ID for customer type. |
Customer Type | Description of customer type. |
How to Add a Customer Type
Go to Maintenance
>> Customer Types.
Scroll to the bottom of the list of customer types and add the new customer type in the empty row.
Click the save icon
in
in the toolbar.
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How to Edit a Customer Type
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This will also update any customer record that uses this customer type. Changing the the Customer Type ID will will break the link in any customer record using that type, and the customer type will no longer show up on on the customer record. |
Go to Maintenance
>> Customer Types.
Edit the field(s) you would like to edit.
Click the save icon
inin the toolbar.
How to Delete a Customer Type
Go to Maintenance
>> Customer Types.
Click on the box to the left of
thethe Customer Type ID
youyou would like to delete, the row will be highlighted blue.
Click the delete icon
in
in the toolbar or press the delete button.
Click the save icon
inin the toolbar.
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Customer Types in the Customer Record
There is
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a Customer Type field in the customer record General
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tab. Use the drop-down to select from your customer types.
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User Permissions for Customer Types
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Giving Customer Type User Permissions
Go to Maintenance
> Users> Users.
Select a user by double-clicking on the User ID.
Click the +
nextnext to the checkbox for Maintenance Functions.
Click the +
nextnext to the checkbox for Customer Types.
Check the box for Customer Types
andand/or Edit Customer Types.
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Removing Customer Type Permissions
Follow the steps above to uncheck the boxes.
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