Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Customer Types

Use this screen to set up the valid customer types for your business. You can sort by customer type when you print sales reports and receivable reports.

You must enter customer types on this screen before you set up the customer tables on the Manage Customers screen.

Warning: If you try to delete a customer type that has already been used in the customer tables, you will receive a database error message that will say that the record cannot be deleted because dependent data exists. You cannot make changes to existing customer types that have been assigned to a customer.