Overview 

• Customer categories are used to sort and classify customers.

• Only one category can be selected for a customer.

• You may create as many categories as you need.

• Categories are selected and added to customer records when these records are created or edited.

These tutorials explain how to create and edit customer categories.

Navigation: Main Menu > Customers > Customers List View > Menu (button) > Edit Categories

How to Create Customer Categories 

1. Navigate to Edit Categories.

2. Click New (button).

3. Complete the row as follows: 

   1. Description = Type the name of the category.

   2. Press Tab to add another category.

4. Click Save (button).

How to Edit Customer Categories 

Any changes made to the category names affect all the records that have that category.

1. Navigate to Edit Categories.

2. Click Refresh (button) to apply changes made by other users.

3. Change any of the records by overtyping them.

4. Delete an entry by clicking the final column to display an X. Click the X to delete the record. Confirm the deletion.

5. Click Save (button).