Customer Categories
Updated 11 months ago
Customer Categories can be set up to report and filter by category.
How to set up Customer Categories
- From the Main Menu, select Setup then Customers.
- This opens the Customers list page, which lists all the existing customers that have been set up.
- Click the 'Options' button drop-down at the top right.
- Click the 'Setup Customer Categories' option.
- Click the New Customer Category button.
- Enter a category name, then click the 'Save New' button.
How to set a category against a customer
- From the customers list, edit an existing customer.
- Expand the "Category / Referral Source" tab.
- Select a category from the Category drop-down list.
- Click 'Save Changes' button when completed.