A customer type can be a private customer, company, estate agent, or anyone that you will perform works for. 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. You can add to this list at any time.
Watch a quick video showing you how to add 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. You can add your new customer type on the left and it will appear on the right when you click Save