Add a Customer Type

To add a new Customer Type, from the main menu, arrive at the Customer Types setup with this path: Setup > Other > Customer Types.

The Customer Types list will be displayed.  Click on the Add Customer Type button at the upper left of the form.

  

The Customer Type Edit form will be displayed.   There is only one field on this data entry form – Name.  Enter the name to describe the type of customer.  This field will allow a maximum of 50 characters.

When finished, click the Save button at the bottom of the form.

Was this article helpful?
Thank you for your feedback!