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.
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).
Adding a customer type
Click the menu icon (3 horizontal lines) in the top left corner.
This will open the menu, scroll down to your system settings.
Open your system setting and from here click 'Customer types'.
Click the plus icon in the top right corner.
Click in the fields and type in your new customer type. Click the tick in the top right corner in order to save it.
Please note: 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.
Editing a customer type
Click on the customer type you want to edit.
Click the pencil (edit) icon in the top right corner. Enter your changes and click the tick in the top right corner to save.
Reordering customer types
Press and hold the 3 horizontal lines next to the customer type you wish to move. Drag and drop this customer type to the position you would like it to be in.
Once you let go of the customer type it will save your changes automatically.
If you no longer work with a particular type of customer, you can delete them from the list.
Delete a customer type
Click on the customer type you want to delete.
Click the pencil (edit) icon in the top right.
Then click the bin icon in the top right.
Click 'YES' to confirm you wish to delete this customer type (you can re-add it later if you do find a need for it in the future.