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After adding your Customer Types, ensure to click the Save button right above the Add New button.
Adding Customer Contact Role
1. You can add Customer Contact Role from the same screen (Administration → Customers) and scroll down and look for Contact Roles on the left panel.
Note: Creating a Contact Role relates to creating Customer Portal. For more information, please access How to Create Customer Portal user guide.
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1. Go to Customers menu and select one of your customers and click Details tab.
2. Scroll down and look for Customer Type field in the left panel.
In this example, we selected Special as our Customer Type.
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To access a quick tutorial around about Customer Types, Lead Sources, Contacts, Contact Roles, you can click the following link. |
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