Setting up client types

To set up client types

1. From the > Setup menu, click General > Client Types.
2. Place the cursor one row above where you want the new client type.
3. Click the New button.
4. In the Description field, type a name for the client type.
5. In the Notes field, enter any notes.
6. Click Save. The client type appears in a row below the cursor. To move it, click the row and click or .