Select Customer Account/Type

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Select Customer Account/Type

Customer/Account Type is a totally user-defined file which allows the user to classify customers or accounts by various types based on the user's discretion. Please note that this is currently an informational field only. This window titled Select Customer/Account Type allows the user to Select an existing customer type, Insert a new customer type, C hange the code and/or description for an existing customer type, or Delete an existing customer type.

[ Select ] Press this button to select the highlighted customer type.

[ Insert ] Press this button to insert a new customer type into the Customer/Account Type File. This will open a window titled Adding a Customer/Account Type where you may enter the appropriate information for this new customer type. For additional information on how to add a new customer type into this file, see Update Customer/Account Type.

[ Change ] Press this button to edit information for the highlighted customer type. This will open a window titled Changing a Customer/Account Type where you may edit the information for the highlighted customer type. For additional information on how to edit an existing customer type, see Update Customer/Account Type.

[ Delete ] Press this button to delete the highlighted customer type. A window titled Removing a Customer/Account Type will open on which you may press the [OK] button to confirm your desire to delete the highlighted customer type, press the [Cancel] button to return to the previous window without deleting the highlighted customer type, or press the [Help] button to view the Help text.

[ Close ] Press this button to close this window and return to the previous window.

[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.