Customer Categories

12 votes

Idea to create some system of category organization for customers, similar to product categories. Example customer categories people might use: Cash customers, DOT/Gov, Companies, Individuals, etc. Often, customers are billed differently depending on what type of customer they are. Right now, the best way to categorize them is by using Billing Mode, but a built-in category feature might be nice. I would not suggest adding it to the ticket table or anything, but it might be good to have a data field that can be used in the Billing Query, filtering/sorting on the customer list, and maybe for reporting?

Planned Web Portal Suggested by: Moderator (12 May, '20) • Upvoted: 09 Jan • Comments: 2

Comments: 2

04 Dec, '20
Mike Miller
Along with this E-Dillon want to have that ability to report by Customer Type (Asphalt, Concrete, Highway DOT) - Makes sense to have a user-definable customer type field that can be assigned to a customer.
13 Jul, '21
Moderator Admin
Planned VIA Customer UDFs