Customer Categories

Customer Categories can be set up to report and filter by category.

How to set up Customer Categories

  1. From the Main Menu, select Setup then Customers.
  2. This opens the Customers list page, which lists all the existing customers that have been set up. 
  3. Click the 'Options' button drop-down at the top right.
  4. Click the 'Setup Customer Categories' option.
  5. Click the New Customer Category button.
  6. Enter a category name, then click the 'Save New' button.

How to set a category against a customer

  1. From the customers list, edit an existing customer.
  2. Expand the "Category / Referral Source" tab.
  3. Select a category from the Category drop-down list.
  4. Click 'Save Changes' button when completed.


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