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
ID
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.
Description
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.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
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
Security
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.