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Introduction

The Customer Type List is used to setup and manage different customer types (Residential versus Commercial types, for example).

Form Access

  • From the main menu, click Customers | Lists | Customer Type List.

Usage

Perhaps the easiest way of using the commands available in this list is through it’s right click menu.

  • To create new customer type, right click anywhere in the list and choose New Customer Type from the pop-up menu.
  • To edit a customer type, right-click on it and choose Edit Customer Type from the pop-up menu.
  • To delete a customer type, right-click on it and choose Delete Customer Type from the pop-up menu.  Note: It may not always be possible to perform this action — inactivation may be more appropriate.
  • To inactivate a customer type, right-click on it and choose Make Customer Type Inactive from the pop-up menu.  This can also be done by ticking the “Inactive” checkbox within a customer type record (see the Add Customer Type form, below).
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.

Creating a New Customer Type

  1. Right click anywhere in the Customer Type list and choose New Customer Type from the pop-up menu.  The “Add Customer Type” form will appear.
  2. Enter a name for the customer type in the “Type Name” field.
  3. If the new customer type is a subtype (sometimes known as a “child”) of another top-level type, choose the top-level (“Parent”) type from the “Subtype of” drop-down list.
  4. Select the appropriate What Best Describes from the drop down.  Options to select from are:
    • Contact: Choose this option if the record is a contact of the parent record but used for hierarchy to identify property management, regional corporate offices, etc.
    • Customer: Choose this option if the record is a customer.
    • Job: Choose this option to identify the record is a used as a job, project, etc.
    • Other: Choose this option to isolate out divisions for home developments, subdivisions, contractors, etc.
    • Prospect: Choose this option to identify the record is not a customer but is actively being used for marketing and/or in sales leads.
  5. Click the OK button to finish and close the form, or click the Next button to save that customer type and go on to create another.