Customer Type is one of the mandatory fields in Customer. The name of the Customer Type cannot be longer than 100 characters.
To create a new Customer Type, click the + button on the Customer Types grid page, accessed under the main menu sub-heading Setup / Customer Types, or in the same grid from within another form, (e.g. Customer Contract).
Upon doing so, a New Customer Type form pop-up window will open. All yellow fields in the window are required to be able to save the form, while white fields are optional. Fill in the Code and Name, as well as the AR Account Code, Revenue Account Code, and Notes as needed. Finally, add any desired attachment by clicking the + button in the File Attachments field towards the bottom of the screen.
To finalize all changes click the Save button near the bottom of the record. For more information on the Custom Type’s workflow see Default Workflow Status