Accurately assigning customer types is essential for maintaining an organized customer database. Establishing customer types tailored to your business needs ensures that your administrative staff can create new customer accounts using terminology that aligns with your specific operations. For instance, you can rename 'Work Addresses' to 'Tenants' for an Estate Agent customer type.
Adding a Customer Type
➡️ Go to Profile icon > Settings > Customers > Customer Types > View.
Enter the Customer type (name).
Enter the Customer description.
Tick "Company name required" if applicable.
Tick "Allow for branches" if applicable.
Enter the Name of work addresses.
Click Add Customer Type.
Note: Private customer and Company are default customer types and cannot be edited or deleted.
Note: If "Company name required" is not ticked during creation, it cannot be enabled later when editing. You will need to delete and recreate the customer type if this feature is needed.
Editing a Customer Type
Locate the customer type in the list and click Edit.
Amend the fields as required.
Click Save.
Note: Edits to customer types will apply to all existing customers of this type.
Deleting a Customer Type
Locate the customer type in the list and click Delete.
Type "Delete" to confirm.
Click Delete again to complete.
Note: If a customer type is currently in use, you must change the type for each customer individually before deleting it.