AR: Customer Types
Overview
You can use Customer Types to group related customers into a single category to help you classify and manage your customers. You can also create reports that sort records by Customer Type. You can filter the following reports by Customer Types:
- AR: Customer Activities
- AR: Customer Master
- AR: Customer Sales Trend
- AR: Invoice Aging
- AR Invoice Register
- AR Payments
- AR: Revenue By Sales Rep
- AR: Sales Tax
- AR: Statements and Past Due Notices
- TB and WS: Prospect File
The Customer Types add list may be accessed from the AR: Customer Master File by double-clicking in the Type field.
Key Functionality
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Select this check box to make the selected record active. Clear the check box to make the record inactive.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.
Related Information
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.