ZigaForm version 5.3.5

Customer Type List

By |2021-07-19T16:44:42-05:00July 26th, 2019|Comments Off on Customer Type List
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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. 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.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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