Commusoft provides you with default customer types, but if you deal with different types such as builders or housing associations, you might want to set these up as distinctive customer types. If you make a mistake you can edit these at any time.
Watch a quick video showing you how to edit a customer type
Or read how to edit a customer type
- Click on the settings icon in the top right corner and click System settings
- In the list of customer information click Customer types
- You will see a form on the left hand side and a list of existing customer types on the right hand side. Click Edit next to the customer type you wish to change
- You will see a page where you can edit the information by using drop down options, and a space to name the customer type. Change this information as required and click Save customer type