Customer Types

Modified on Mon, 29 Jul at 4:18 PM

Customer types are used to organise and group individuals in the database. This is useful when searching the Directory and/or running reports.

Example: John Doe is added to the database as Staff. Jane Smith is added as a Member. James Jones is added as a Supplier.

Quick Guide - How to Create a Customer Type

Step 1 - Navigate to Configuration and click Customer Types

Step 2 - Click +Customer Types button

Step 3 - Type in the name of your your Customer Type then click Save

Step by Step Guide

Step 1 - Navigate to Configuration and click Customer Types under the Members heading

Step 2 - In the Manage Customer Type screen, click the +Customer Type button

Step 3 - Type in the name of your your Customer Type then click Save