Customer Categories Tutorial

Overview#

• Customer Categories sort and classify customers.
• Only one category can be selected for a customer.
• You can create as many categories as you need.
• Categories are selected and added to customer records when these records are created or edited.

💡These tutorials explain how to create and edit customer categories.

How to Create Customer Categories#

1. Navigate to Edit Categories.
2. Click New (button).
3. Complete the row as follows:
   1. Description = Enter the name of the category.
   2. Press Tab to add another category.
4. Click Save (button).

How to Edit Customer Categories#

1. Navigate to Edit Categories.
2. Click Refresh (button) to apply changes made by other users.
3. Change any of the records by overwriting them.
4. Delete an entry by clicking the final column to display an X. Click the X to delete the record. Confirm the deletion.
5. Click Save (button).