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What's important about the New, Edit Customer Type window

Use this window to add new customer types to your Customer Type list and to change the information for customer types that are already on the list.

To add a new customer type

  1. Enter the customer type as you want it to appear on the Customer Type list.

  2. (Optional) If you want the customer type to be a subtype of another customer type, click the Subtype of checkbox, and choose the customer type that will be the "parent" from the drop-down list.

To rename the customer type

  1. Select the current name.

  2. Enter the new name for the customer type.

To make the customer type a subtype of another customer type

  1. Click the Subtype of checkbox.

  2. Choose a "parent" customer type from the drop-down list.

To turn the customer type from a subtype back to a "main" type

  1. Clear the Subtype of checkbox.

KB ID# H_LIST_TASK_CUST_TYPE_EDIT
9/28/2016 4:54:30 PM
PPRDQSSWS407 9138 Pro 2017 e69709