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

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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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