Hi,
We are looking for a way to group Customers. When creating a new customer, is there a way to add a Customer type?
Being a Sub-contractor, we have actual Customers we sent bills, mostly General Contractors, Drywall Contractors Then
Customers Architects we send Questions to.
Customers Property Mgr we send Questions to etc. etc
When setting up Opportunities, we would prefer to limit our list to only see General Contractors.
We may wish to track sales on different customer types.
Does any know the way to add Customer types to BC to run reports on?
Best
Mike K
