Chapter 622 Customer Type Labels
Customer Type Labels is a customization that adds three Labels to Customer Types.
The Labels are named Category, Subcategory, and Group, and are simple text entries. Invoices Export then includes Customer Type and these Labels for use in reporting.
Searches for Customers, Quotes, Orders, and Invoices are extended to include Labels.
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.
Customer Type Labels Export
Customer Type Labels allow you to assign reporting labels for your Customer Types and include them in Invoices Export for reporting.
This option is turned on in Customer Prefs, in Customer Card Prefs, Use Type Labels.
Customer Type Labels include Type Category, Type Subcategory, and Type Group.