Customer Types (Classic Operations App)

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 more information.

Customer types are set up in Maintenance > Customer Types.

Field Name

Description

Field Name

Description

Customer Type ID

Unique numerical ID for customer type.

Customer Type

Description of customer type.

How to Add a Customer Type

  1. Go to Maintenance > Customer Types.

  2. Scroll to the bottom of the list of customer types and add the new customer type in the empty row. 

  3. Click the save icon  in the toolbar.

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How to Edit a Customer Type

This will also update any customer record that uses this customer type.

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.

  1. Go to Maintenance > Customer Types.

  2. Edit the field(s) you would like to edit. 

  3. Click the save icon  in the toolbar. 

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How to Delete a Customer Type

  1. Go to Maintenance > Customer Types.

  2. Click on the box to the left of the Customer Type ID you would like to delete, the row will be highlighted blue.

  3. Click the delete icon  in the toolbar or press the delete button.

  4. Click the save icon  in the toolbar.

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Customer Types in 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.

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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 User Permissions

  1. Go to Maintenance > Users.

  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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