Account Type¶

The ‘Account Type’ system table is used to categorize customers according to account types.

The ‘Account Type’ field in the customer record (Options > Account Type) looks up this table.
This may be categorized further as follows: ‘Dealer’, ‘Fabricator’, ‘Specifier’, etc.

Another system table Account Type Details is used to set up subcategories for ‘Account Type’ categories. For example, the ‘Dealer’
drop down list may include ‘Retail’, ‘Contract’, ‘Designer & Decorator’, etc. The ‘Account Type Details’ field in the customer record
(Options > Account Type Details) looks up this table.

A user needs to filter by the main heading (e.g. ‘Fabricator’) and again by the secondary description (e.g. ‘Competitor’).