Customer Types

Action: CUSTTYPE

The type code is used to identify different groups of customers or prospects. Customers and prospects may be selectable by type for marketing and reports in Query, letters, mailing labels, etc. Each customer form contains a lookup field for customer type.

WEBREQUEST is a system defined type that ProfitSystem will utilize when a prospect is added to the system via the Marketing Web Forms processing to indicate the prospect was added this way. To not delete this code. If the code is accidentally deleted please re-create it.

Type...The type code. The code must be unique.

Description...A detailed description of the customer/prospect type code.