47 lines
2.8 KiB
HTML
47 lines
2.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Track Customers by Type</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Track Customers by Type</p>
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<p class="Help-Text"><a href="customersoverview.htm">Customer Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Report Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">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 <a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">mailing labels</a> for all the customers in a particular region.</p>
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<p class="Help-Text">Define your customer types in <a href="../qbpos_company_preferences/sysprefs10.htm">company preferences</a> and then associate a type with each customer on their individual records.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">*Pro users have another option for <a href="cust_business.htm">tracking business customers</a>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">When printing customer mailing or shipping labels or lists, sort the list by customer type and then select them all.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="cust905.htm">Edit a customer record</a></p>
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</body>
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</html>
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