Customer Types Update

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    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

    in Customer Types
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