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 reorder the list of customer types. This is useful if you use builders more often than estate agents for example.
Watch a quick video showing you how to reorder customer types
Or read how to reorder customer types
- 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
- Simply click, drag, and drop the customer types to reorder them. If you want to move a customer type from page 2 to the top of the list, then change the number of customer types showing per page to 10 or more (depending on how many customer types you have)