Changing the customer type is easy!


FROM THE WEB APP


Step 1: Go to the 'Clients' Menu

Step 2: Click on a customer.

Step 3: Click Edit.

Step 4: Change / Select a new client type.

Step 5: Save.



FROM THE MOBILE APP

Step 1: Tap Menu > Clients > Tap on a Customer Record

Step 2: Tap "Show More"

Step 3: Tap "Client Type"

Step 4: Edit, Save, Done.



Did this answer your question?