Account Type Details¶

The ‘Account Type Details’ system table is used to set up subcategories for the Account Type categories.

The ‘Account Type Details’ field in the customer record (Options > Account Type Details) looks up this table.
For example, the ‘Dealer’ drop down list may include ‘Retail’, ‘Contract’, ‘Designer & Decorator’, etc.

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