Add New Customer Type Options

Add New Customer Type Options

  1.  Go to Settings > Setup > Lookups
  2.  On the left of the screen, locate Customer from the tree and click the arrow to the left to expand
  3.  Click Customer Type

    Capture12edit.png
  4.  In the Customer Type zone that was opened, click +Add
  5.  Enter Option ID, Option Value, Sort Order, and Color
  6.  Click Save
  7.  This new Customer Type will now be available when editing and creating new Customers

 

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