Operations App is continuously updating and page layouts may differ. See here for other versions. |
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.
Field Name | Description |
---|---|
Customer Type ID | Unique numerical ID for customer type. |
Customer Type | Description of customer type. |
This will also update any customer record that uses this customer type. |
Edit the field(s) you would like to edit.
Changing the Customer Type ID will break the link in any customer record using that type, and the customer type will no longer show up on the customer record. |
There is a Customer Type field in the customer record General tab. Use the drop down to select from your customer types.
Users need to have permission to be able to add or edit customer types.
Follow the steps above to uncheck the boxes.
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