You can use customer types to divide the customer base into categories for different facility charges. The charge matrix assigns specific fees to each customer type.
If your facility rates vary based on residency, you can use the customer type to divide family accounts into resident and non-resident categories.
You can also use the customer type to divide companies into types of organization (for example: non-profit, commercial, etc).
The following options are included on the Change Customer Type Detail page:
| Name of Field | Type | Description |
Description |
Text |
The description of the customer type as can be selected when maintaining a customer record, when maintaining the charge matrix, and in reporting. Required. |
Used for |
Dropdown list |
Select whether the customer type is intended for customers, companies, or both. |
Allow Selection Online? |
Checkbox |
Option to be able to select a customer type during account creation on the customer (public access) site.
The Required for Online Account and Show During Account Creation options must also be selected on the Customer Configuration page for this option to be enabled.
Note that this option is only available if the Hide From Customer checkbox is deselected. |
Hide From Customer |
Checkbox |
Option to hide customer type from appearing on customer facing documentation.
For example: receipts, permits approval letters and emails.
Note that this option is only available if the Allow Selection Online checkbox is deselected. |