Customer Type

Overview

Customer Types allow you to group customers. You can set up generic types such as Home Owner, Contractor, etc., or you can set up types such as Employee, Mini-storage, etc. Multiple reports such as Statements and Accounts Receivable Aging allow you to run these reports by Customer Type.


Topics in this article include

• Selecting a Customer Type
• Creating a Customer Type

Here's how to get there
Expert: Program Menu > Configuration > Customer Configurations > Customer Types
Elite: Gear icon > App Configurations > Customer Configurations > Customer Types

Selecting a Customer Type
 

1. Select the desired Customer Type from the Customer Type window. 
 

Note: Your customer type category must be created here in order for it to appear in the customer record. If the inactive box is checked, that type will not appear in the customer record.
 

2. Go to the Customer Record.

3. From the type drop-down, select your desired customer type.

Creating a Customer Type

1. From the Customer Type window, click the Add button to create the customer type.
 

2. If this box is checked, you will be given this message when writing a contract under a customer with the respective status:
 

Related articles

Customer Group
Customer Price Type
Customer Commission Levels