The update process of Customer Types is as follows:
Navigation: Menu > Settings > Pre Sales > Customer Types App > Listview > Select the Customer Type > Edit (Pencil Icon)
If user wants to update the already existing Customer 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 which was provided while customer type creation; if user wants to change it, enter the category name of the Customer in the field |
Apply the required changes and click on Save