Client Types

Client Types

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

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

  1. Click Clients > View Client Types from the Navigation menu.
    The Client Types List View displays.
  2. Click Create New.
    The Client Types Create Form displays.
  3. Complete the Client Types Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  4. Click Save to save the record and view its detail page, or click Cancel .

Display a list of client types

Click Clients > View Client Types.
The Client Types List View displays.

Display the details for a client type

In the Client Type List View, click the client type.
The Client Type Detail View displays.

Edit client type information

  1. Click the edit icon (pencil) associated with the Client Type record in the Client Types List View.
    The Client Type Edit View displays.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Client Type records

  1. In the Client Types List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Client Types Detail View.

Update information related to multiple client types

  1. In the Client Types List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

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

  1. In the Client Types List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

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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