Customer Types list

Use the Customer Types list page to view a list of your customer types and their associated parent types. You can sort and filter customer type lists to see just the group of customer types you want.

When you select Add or Edit on this page, it takes you to the Customer Type Information page, where you can add a new customer type or edit information about an existing customer type.

View a list of customer types 

Subscription

Accounts Receivable

Regional availability

All regions
User type

Business

Employee

Project Manager

Platform

CRM

Warehouse
Permissions

Customer types: List and View

  • Go to Accounts Receivable > Setup > Customers > Types.

    The list of your customer types appears.