Edit a customer type on an Android phone

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.

You can edit details on the mobile application. When you edit this information it will automatically change this information for all users (including web users)

If you have 'company name required' and 'allow for branches' ticked, you will not be able to un-tick them after saving. This is because any branches you have saved under this customer type will be deleted along with all of their job history

Watch a quick video showing you how to edit a type of customer

Or read how to edit a type of customer

  1. Click the menu icon (3 horizontal lines) in the top left corner

  2. This will open the menu. Scroll down to System settings

  3. Click System settings. This will open the system settings page. Click Customer types

  4. Click on the customer type you want to edit

  5. Click the pencil icon in the top right corner. Type in your changes and click the tick in the top right corner to save

Can't find what you're looking for? Contact support