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changes.mady.by.user Andres Toledo

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Overview


Excerpt

This article explains how to add and edit customer types.

Instructions

Follow these steps

Ui steps
sizesmall


Ui step

Go to Setup > Settings > Customers.


Ui step

Click on the Customer Types.


Ui step

The "Customer Types" window will pop-up, click on "Add a new customer type".


Ui step

Enter the "Customer type, by default this will be Active, if needed you can deactivate the option by checking off the box.


Ui step

 Click on Save. 


Ui step

 The new customer type will be displayed as shown in the GIF below.


Ui step

Under the Actions column, you can Edit or Delete a customer type.



Info
title Internal Customer

Create a type named "Internal" to mark internal accounts, dummy or test customer. Customers marked with this type will be excluded from the NACM reportand Aging reports.

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Panel
titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "settings" , "setup" , "customers" )
labelscustomers, setup, settings


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