Usage:  

Similar to Customer Type, Customer Classes are another way to categorize the customers. This field is shown on the main Customer Form.

 

Navigation: Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Classes

V11 - CRM- Customers - Classes

Classes Maintenance form

hmtoggle_arrow1How to add a new Class record:

1.Click V11 - new and the New Value(s) form will open.                        

2.Enter the new Customer Class name.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Customer Class record:

1.Select the Customer Class record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.                                  

3.Enter the new name in the Customer Class field. 

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Customer Class record:

1.Select the Customer Class you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.