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How to set a default customer type

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Are most of your customers businesses, government, or residential?

Then instead of having to manually choose the customer type every time you add a new customer, you can choose a customer type that'll be used by default.

Here's how to set this up:

  1. Go to your Settings

  2. Click on Automation

  3. Scroll down to Customer type

  4. Select your preferred customer type: Business Client, Administration Client or Consumer.

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