Track Customers by Type

Customer Overview | Report Overview

Basic

Customer types let you categorize your customers in ways that are meaningful to your business. For example, you could set up your customer types so that they indicate whether a customer is a business* or individual customer, their geographic location, or how they first heard about your business.

You can filter reports and do special mailings that are based on your customer types. For example, if you use customer types to categorize your customers by location, you could print mailing labels for all the customers in a particular region.

Define your customer types in company preferences and then associate a type with each customer on their individual records.

Notes:

- *Pro users have another option for tracking business customers.

- When printing customer mailing or shipping labels or lists, sort the list by customer type and then select them all.

- Its generally better to use customer types to categorize customers for only one purpose. Dont try, for example, to set up customer types for both tracking geographic area and how customers heard about you.

Related Topics

Edit a customer record