Customer Sub Types Update

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    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

    in Customer Sub Types
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