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In this article you will find information on adding new customer types, deactivating customer types that aren’t in use, and how to reactivate them. Keep reading below to find out more!

 

Adding a New Customer Type

Adding a New Customer Type is a valuable way to categorize customers in the LifeSaver Software Software. By creating customer types, such as Interior Designer or Artist, you can better track discounts and marketing strategies for each segment. 

On the LifeSaver Software Home screen, click on the Customer Database button which will take you to the Customer Database page. Then, click on the Customer Types button on the top right corner shown above.

On the Customer Types page, you can manage, create, or update customer types: 

1. Type – Enter in the Customer Type you would like to add to your Types list. Click the Create button to add it to the list below. Once added, it will automatically be active.
2. Customer Types List – This will display the Customer Types you’ve already added. 
3. Deactivate – Click the Deactivate button to remove a Customer Type from active use. Clicking this will remove the Type from the List. 
4. Show Deactivated – Check this box to see the Deactivated Types in the List.

 

Reactivating Customer Types

By following these simple steps, you can quickly restore a previously deactivated Customer Type. This ensures that all relevant Customer Types are ready to be assigned to your customers.

Once on the Customer Types page, you’ll see the list of Active Types. Check the Show Deactivated checkbox to view both the Active and Deactivated Types. When the Deactivated Types appear, find the one you want to restore and click the Activate button beside it. Once clicked, the Customer Type will be ready to use again. 

 

Related Topics

Working With Customers

Purchase Orders

 

Frequently Asked Questions

Q: What if I can’t find my deactivated customer type in the list?  

A: Make sure you have clicked the Show Deactivated checkbox so that all deactivated types display and can be activated again.

 

Q: Will deactivating a customer type remove it from existing customer profiles?  

A: Deactivating a type only removes it from future use. Any customers already labeled with that type will remain so.  

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.