Customer Types (X Dispatch 20.0 to 21.0)
For X Dispatch 20.0 to 21.0. 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 |
---|---|
Type | Description of customer type. |
ID | Unique numerical ID for customer type. |
How to Add a Customer Type
- Go to Maintenance > Customer Types.
- Click the button.
Alternate Steps
- Click the arrow next to the New button, or press Alt + N keys.
- Select Customer Type.
How to Edit a Customer Source
This will also update any customer record that uses this customer type.
- Go to Maintenance > Customer Types.
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.
How to Delete a Customer Type
- Go to Maintenance > Customer Types.
- Click customer type you would like to delete.
- Click the button.
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
Requires X Dispatch 19.1 or newer.
You can switch between a table view and a card view by clicking on the Card View icon or Table View icon .
Zooming Settings
Requires X Dispatch 21.0 or newer.
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.
Quick Tip
No more than 2 windows can be open or edited at a time.
Right Click Menu
Right click on a row or card to view right click menu options.
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.
User Permissions for Customer Types
Users need to have permission to be able to add or edit customer types.
Giving Customer Type Permissions
- Go to Maintenance > Permissions.
- Select a user by double clicking on the User ID.
- Click the + next to the checkbox for Maintenance Functions.
- Click the + next to the checkbox for Customer Types.
- Check the box for Customer Types and Edit Customer Types.
Removing Customer Type Permissions
Follow the steps above to uncheck the boxes.