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How to set a default customer type

Maxime avatar
Written by Maxime
Updated yesterday

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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