Chapter 622 Customer Type Labels

Customer Type Labels is a customization that adds three Labels to Customer Types. This option is only available in Built Edition. It replaced Customer Type Groups.

The Labels are named Category, Subcategory, and Group, and are simple text entries. Invoices Export then includes Customer Type and the three labels for use in reporting.

Customer Types are also text entries and any Edit may require re-assigning Customers. They may be searched as Customer Type Name using Contains or other text searches.


  Customer Type Labels

Customer Type Labels allow you to assign reporting labels for your Customer Types.

This option is turned on in Customer Prefs, in Customer Card Prefs, Use Type Labels. Add or Edit of a Customer Type uses a new window with the Customer Type Labels.

Exporting Invoices includes Customer Type and Customer Type Labels for reporting, which are named Type Category, Type Subcategory, and Type Group in the export.