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: Under 'Additional Info' tap 'Client Type'.

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: Scroll down to 'Client Information' and tap "Client Type"

Step 3: Edit, Save, Done.



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