find customer name by type

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  • Updated 1 month ago
Using Accounts Hosted 2019, how can we find or sort our customers by business type, or class.
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Stewart Harding

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Posted 1 month ago

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Linda Putland, Accredited Partner

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You cant allocate a class to customers - but you can create Customer Types - then add those to each customer - then in the Customer Centre where the list of names isĀ  - right click on the coloumn heading and choose Customise Columns - and then add Customer Type to the list - then you can sort quickly by Customer Type.. :)
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Stewart Harding

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Great thanks for thatĀ