Customer Classes?

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Hi:

I hope that this question makes sense.

Does Business Central offer "customer classes", where you can specify characteristics of such a class and have changes to the class "roll down" to customers in that class?

Thanks!

John

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JAngle 135 on at

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So we saying customer class would be a field? It sounds a little bit like the profile questionnaire feature on contacts. You then use the answers to build up segments of contacts for campaigns. To do it with customers would be custom

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Thanks, Josh!

John

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Gavin 2,510 on at

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Hi John,

Just curious. Are you referring to "Customer Classes" like you have in Dynamics GP? If so I think "Templates" is the equivalent in Dynamics 365 Business Central.

For example when creating new customers you can save a "Template" of (some) default settings to a template:

Then when you create a new customer you can apply that template i.e.

I don't think you can change the template and roll down the changes though like you can in Dynamics GP.

For more info you could watch this clip

https://usedynamics.com/business-central/sales/create-customer-templates/

I hope this helps.

Thanks

Gavin

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