The Customer References group (sidebar Customers) contains small lookup lists that feed dropdowns in customer and contact forms.
Lists
| List | Used for |
|---|---|
| Product Category | Product category on the customer |
| Lead From | Where the customer came from |
| Country, State / Prefecture, Region | Address and geography |
| Customer Category | Customer classification |
| Currency, Payment | Commercial terms |
| Customer VAT | VAT treatment of the customer |
| Accounting Category | Accounting classification |
Add a value
- Open the list from Customer References.
- Click the add button (some lists open a dialog, others a page).
- Enter the name and details, keep it active, then save.
Tips
- Fill these lists before importing or creating customers.
- A value that is already used by records cannot simply be deleted; the system will tell you it is in use. Set it inactive instead.