Adding or modifying a customer type

Assign customer types to your customers to specify which facility charges apply to them. For example: you can divide family accounts into resident and non-resident customer types if your facility rates vary based on residency. You can also divide companies into non-profit and commercial customer types if you have different facility rates for different types of organization.

 

    1. Go to Administration > Population Settings > Customer Types.

    2. Choose one of the following:

    3. Enter a brief Description of the customer type.

    4. Select whether the customer type is intended for customers, companies, or both from the Used for dropdown list.

    5. To allow customers to select their own customer types during account creation on the customer (public access) site, select Allow Selection Online?

    6. Note: Required for Online Account and Show During Account Creation must also be selected on the Customer Configuration page to enable this option.

    7. To prevent the customer type from appearing on customer-facing documents and web pages, select Hide From Customer.

    8. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Changing customer details

Adding or modifying a customer

 

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