Reorder customer types 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. You can reorder this list to make form filling quicker.

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)

Watch a quick video showing you how to reorder customer types

Or read how to reorder customer types

  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. Press and hold the 3 horizontal lines next to the customer type you wish to move. Drag this customer type to the position you would like it to be in, release your finger

  5. Once you let go of the customer type it will save your changes
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