Dental Lab Customer & Production Management

Classes Maintenance

Classes Maintenance

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Classes Maintenance

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Usage: Similar to Customer Type, Customer Classes are another way to categorize the customers. This field is shown on the Customer main page in bold & red font.

 

Navigation: File > Global Settings > CRM Lists > Customers > Classes

V12 - Customers - Classes

Classes Maintenance form

hmtoggle_arrow1How to add a new Class record:

1.Click V9 - New and the New Class form will open.                                

2.Enter the new Customer Class name.

3.Click V9 - 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 V9 - Modify and the Modify Class form will open.                                

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

4.Click 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 V9 - Delete

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:

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