Add a New Customer Type

If there is a customer type that is needed but not currently in the application it can be added by following the below instructions:

1. While in ‘Administration’ select the ‘Customer Types’ tab.

2. Select the ‘Add Customer Type’ button.

3. Enter the ‘Department’ and ‘Type Name’ fields.

4. Select the ‘Customers’ for this Customer Type. Customers selected under this will be available under this Customer Type for time entry.

5. To limit activities or accounting codes available for selection select the applicable activities under ‘Activities For Customer Type’. These will be the activities available for this customer type in time entries.

6. Click ‘Add this Customer Type’ to save.