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 delete a customer type
Or read how to delete 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 Delete next to the customer type you wish to remove
- To confirm you wish to delete this item you will need to type 'delete' into the box, then click Delete