Customer Types

Customer Types allow you to categorize your Customers into different groups, such as Residential and Commercial.

These groupings are used mainly for Reports, to help order the information. Also, Customer Type appears on the Customer Lookup screen, where you can use the DataView functions to sort and select groups to view or work with.

Setting up a Customer Type:

•	On the Work Menu at the top of the screen, click the A/R down-arrow, and select Customer Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Customer Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Customer Type:

Required. The descriptive name for this Customer Type, according to the groupings suitable for your Company.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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