Setting up customer types

  1. On the sidebar, select System Administration > Customer Profile Parameters > Customer Type Maintenance.
  2. To add customer types, click Add.
  3. Specify this information:
    Customer Type/Description
    Specify the customer type code and description, which are then linked to the various functions within Pathway and ePathway. Optionally, a council can set up just one customer type that has access to all installed modules of ePathway.
    Default
    Select this check box to display the default customer type when a new customer requests registration through ePathway. You can override the default customer type and select another type.
    Auto Update Users
    Select this check box to apply a bulk update of all customers belonging to the customer type. Click Yes when prompted. You can also apply a bulk update if you clear this check box.
    Note: The customer data in Pathway and customer details stored in ePathway are updated during bulk updates.
    Limited
    Select this check box so that the customer type is not available in the ePathway fields.
    Active
    Select this check box to make the selected customer type available for use.
  4. Click Save.