Customer Types Maintenance

Usage: Similar to Customer Classes and Specialties,  customers may be categorized by Type. Once defined here, DLCPM will display the customer type drop in the down list on the main customer form.

 

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

V11 - CRM- Customers - Types

Customer Types Maintenance form

 

hmtoggle_arrow1How to add a new Customer type:

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

2.Enter the new Customer type name.

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

1.Select the Customer type 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 type field. 

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

1.Select the Customer type 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.