Customer Type

Customer Type Register

This function allows you to set up codes that will be used to define the type of customer in relation to BASS. If you have the appropriate access rights, you will also be able to modify and delete records in this register.

Screen Navigation: Administration - Registers - Customer Type

Creating a New Customer Type

To create a new customer type:

1. From the CRM main menu, open the Administration tab and select Registers.

2. The Registers screen will be displayed. Click Customer Type and the customer type codes that have been previously created will be displayed on the screen.

3. To create a new customer type record, click Add new record.

4. A new row will be created at the top of the table to allow you to enter information about the customer type.

Field	Description
Customer Type Code	Enter a code to represent this customer type. This code must be between 1-10 characters.
Customer Type Description	Enter a description for this customer type.
Active	Select this check box if the customer type is still active.

5. Click Update to add this customer type to the register.

Editing Customer Type Codes

To edit customer type codes:

1. From the CRM main menu, open the Administration tab and select Registers.

2. The Registers screen will be displayed. Click Customer Type and the customer type codes that have been previously created will be displayed on the screen.

3. To edit an existing customer type code, click Edit.

4. You may then edit the details of the customer type code in the available fields.

5. Click Update to save the changes you have made.

Deleting Customer Type Codes

To delete customer type codes:

1. From the CRM main menu, open the Administration tab and select Registers.

2. The Registers screen will be displayed. Click Customer Type and the customer type codes that have been previously created will be displayed on the screen.

3. To delete a customer type code, click the Delete button (X).

4. Click OK to confirm the deletion of the customer type code.