Adding Customer Type and Customer Contact Role

When creating your customers in Ascora, you can add Customer Types to classify each of your customers.

1. Go to Administration → Customers and click Add New beside Customer Types.

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.

Selecting your Customer Type

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.