Chapter 631 Customer Categories
Customer Categories provide more options for sorting customers in reports or exports.
This chapter describes how you can provide a name for a Customer Category choice, add to its dropdown list, assign to Customers and use in Searches and Exports.
Customer Categories
Customer Categories provide more options for sorting customers in reports or exports.
This chapter describes how you can provide a name for a Customer Category choice, add to its dropdown list, assign to Customers and use in Searches and Exports.
Customer Categories Labels
Customer Categories Labels help you search and sort Customers and Invoices by kind.
Set a unique name for each of your Customer Categories, like Sector, Segment, Source. Your Labels are used in Customers, Searches for Quotes, Orders, Invoices, and Export.
Export Customer Categories
Export Customer Categories is a setting in Invoice Prefs to change the Invoices Export.
This option includes Customer Categories when you Export, All from Invoices Search.