Customer Types

Updated November 2, 2021

The system will allow the user to classify customers based on user-definable types. These types may be based on the business that the customer is in, the type of work that is produced for the customer, or any other classification that makes sense. This data, displayed on the customer maintenance screen, is intended for marketing purposes and may be added to custom reports.

 

Select StandardsFileMaint./Customers/Customer Types and the system will display the Customer Types screen. Select Add, Edit, or Delete as applicable. 

 

Customer Types Screen

 

Select Add or Edit as appropriate.

Code : Any 5 digit alphanumeric code.

Description : Enter a description to identify the code.

 

Customer Type Entry Screen