Customer Types

Menu Path:  Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Customer Types

Customer types provide a means of grouping customers for reporting purposes. For example, you might classify customers by their status, such as Business or School.

Customer types are associated with a customer when the customer's record is added. A customer can only be assigned to one type. Customer types are useful for information management purposes; you can sort reports by customer type.

Add New Customer Types

1. Choose the Customer Types page.

2. Click Add New.

3. Enter the Type Code and Type description in the appropriate fields.

4. Click OK.

Update Customer Types

1. Choose the Customer Types page.

2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.

3. Select the desired record, then click OK.

4. Update the Type Description fields as needed, then click OK.

Generate Customer Type Reports

1. Choose the Customer Types page.

2. Click Print.

3. Specify how you want to generate the report, then click OK. The report's default file name is mrclnttype.rpt.

Delete Customer Types

1. Choose the Customer Types page.

2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.

3. Select the desired record, then click Delete.

4. Click Yes.