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.

How to Add a Customer Type

1. Go to Maintenance > Customer Types.
2. Click the  button.

Alternate Steps

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

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How to Edit a Customer Type

1. Go to Maintenance > Customer Types.

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

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

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How to Delete a Customer Type

1. Go to Maintenance > Customer Types.
2. Click customer type you would like to delete.
3. Click the  button. 

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Section Functions

Customize Grid Layout 

You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon . 

Change View

You can switch between a table view and a card view by clicking on the Card View icon  or Table View icon .

Zooming Settings

You can zoom in or out of Next Dispatch pages in X Dispatch by right clicking on the page (other than on a card or table) and selecting Zoom In or Zoom Out, or use the Ctrl + or Ctrl - keys. 

Select

Use the checkbox at the beginning of each row, or at the top of each card, to select multiple records. 

Right Click Menu

Right click on a row or card to view right click menu options.

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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.

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User Permissions for Customer Types

Users need to have permission to be able to add or edit customer types. 

Giving Customer Type Permissions

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/or Edit Customer Types. 

Removing Customer Type Permissions

Follow the steps above to uncheck the boxes.

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