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Customer Type

Overview 

Customer Type is similar to Customer Class in that it is a means of categorizing customers. Use Customer Class and Customer Type together to manage your customers more effectively. 

To get started, select Customer Type from the Settings menu. 

Navigation Menu
Customer Type
Create a Customer Type

To create a Customer Type, click the New Customer Type button in the upper left-hand corner of the screen. 

Give the Customer Type a name in the Customer Type drawer that appears, then click Save

Back to Navigation Menu

Edit a Customer Type

To edit an existing Customer Type, first select the Customer Type from the list on the left-hand side of the Customer Type window. 

Once you've selected the Customer Type you want to edit, make your changes in the information fields on the right-hand side of the screen. 

When you've finished making your changes, click Save

Back to Navigation Menu

See it in Action

Customer Types are assigned to Customers in the New or Edit Customer drawers.

Back to Navigation Menu

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