Customer Types

Customer Type is used to classify your customer base. Refer to the Create a Customer Type lesson to learn how to create additional types.

Examples: Commercial, Property Manager, Property Owner, Residential, Tenant, (or Unspecified)

Create a Customer Type

  1. From the Control Tower, select Administration drop down.

  2. Select Customer Type and then select the OK button.

  3. The Customer Type tab displays. 

  4. Update the Code and Description fields with your company’s vernacular for Customer Types.

  5. Select the Save button.

  6. Complete steps 4 and 5 for each Customer Type needed.

**See attached job aid for additional details on Initial System Setup**