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Is it possible to eliminate Customer Type all-together?

Lora C. shared this question 8 years ago
Answered

Just curious if this field can be eliminated. Of course, we still want the Organization field, but the residential vs commercial doesn't do much for us, except throw an error every once in a while when we forget to select one. One can deduce from the organization name - or lack thereof- if it's a commercial customer or not.


Just curious...thanks!

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You can turn it off in Settings->Optional Fields. You would first want to make sure that you are not pricing by customer type, setting deposits according to customer type, or have customer type fields on your templates (pages, contracts, & packing lists). In all of these cases, you can remove the customer type field. Let us know if you have trouble doing so.

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