The update process of Customer Sub Types is as follows:
Navigation: Menu > Settings > Pre Sales > Customer Sub Types App > Listview > Select the Customer sub Type > Edit (Pencil Icon)
If user wants to update the already existing Customer Sub Type details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Customer Type
Field Name | Description |
Customer Type Name | By default the system shows the customer type name; if user wants to change it, select the category name of the Customer from the drop-down list |
Customer Sub Type | By default the system shows the customer sub type name; if user wants to change it, enter the sub type name of the Customer in the field |
Sub-type Index | By default the system shows the customer sub type index value; if user wants to change it, enter the index value of the customer sub type |
Apply the required changes and click on Save