How_do_I_set_up_customer_types_

How do I set up customer types?

Customer types 

Set up a customer type to help you filter customers by what they do, how they operate, where they are located, and so on. Some common examples include residential customers and commercial customers. You can assign one customer type per customer. 

 

How do I change a customer type?

How do I set up a customer with more than one customer type?

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.