Configurations > Financial Management > Customer Types
Customer is used as a concept container for a set of Customer Accounts. For each customer you can define several Customer Accounts.
Here you configure the different types of customers you invoice for e g support, lease, services, etc. Customer Types can be added in a hierarchical structure with parent and sub types. The types inherits properties from parent types and you can specify own new properties, see below.
When managing Customers they can be filtered by type.
To define a Customer Type you enter Name and Description for the type. Name and Description are localized, translatable items.
You can add user defined properties to the Customer Type. Select Edit Properties in menu rightmost on row. In this menu you also find item for Edit, Add Subtype and Delete.
Each Type has an own sets of standard properties. When creating a new type on the basis of an already existing, the new will inherit all the properties from its ancestors. You can customize the types by changing editing standard properties and/or add your own field using the Formbuilder.
Customize a standard field by double clicking on the field and the Edit Property dialog will show. All options are not available on every standard field. For instance is the Name property so essential that it can never be hidden.
•Hide field -either hide the field when item is created.
•Show in info panel - make it show in side panel (left hand side in AP, right in SSP).
•Entity – The field is a dropdown list and here you choose what list of values to show.
•Add dependent field – In Formbuilder topic