Client Types
Availability
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Overview
Use the Client Types module to categorize client records. All users can view Client Types. Only users with database administration privileges can edit Client Types.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Client Type records.
To… |
Then… |
Create a Client Type record |
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Display a list of client types |
Click Clients > View Client Types. |
Display the details for a client type |
In the Client Type List View, click the client type. |
Edit client type information |
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Suppress one or more Client Type records |
You can also suppress a single record by clicking Suppress on the Client Types Detail View. |
Update information related to multiple client types |
For more information, see Editing and suppressing multiple records. |
Duplicate client type information |
Click Duplicate in the Client Types Detail View. Duplication is a convenient way of creating a similar client type. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the Contact record.
Client Type* |
Enter the name of the client type. This is a mandatory field. |
Assigned to |
By default, the record is assigned to the creator of the Client Types record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
Description |
Enter additional details about the client type. |
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