You can use customer types to categorize your customers in ways that are meaningful to your business. A retailer might use customer types to track retail versus wholesale; a medical office might track types of services; a service company might track what marketing event brought in the customer. You can filter certain reports by these customer types, giving you critical information for making business management decisions. These customer types can also be useful for marketing purposes when you want to direct a letter to a specific customer type.
To create or edit a customer record and assign a customer type, follow these steps:
- On the Home page, click the Customers button. Optionally, use the shortcut Ctrl+J.
- Double-click to select a customer name in the list that displays.
- In the Edit Customer dialog box, click the Additional Info tab and select a type from the Type drop-down list. Optionally, select <Add New> from the drop-down list to add a new type, as shown in Figure 4.9.
Figure 4.9. Assign a customer type for additional segmented reporting.
- Click OK to save your changes.
Many of the customer reports can be filtered by customer type, making it another useful list for management reporting.