Manage Client Types |
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A Super Admin or regular Admin can set up the Client types used throughout the system.
Add Client Type
Click on the New button at the top of the screen
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Select the New button at the top of the section.
- Type in the type (Client, Vendor, Outsource, etc.).
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If the type is supported by your help desk, ensure Supported Type is checked
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Select the Phrase Set to be used for the Customer Type (for custom email notifications, etc.)
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To cancel adding the type, click on the Cancel icon
Edit a Client Type
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Click on the pencil icon to the right of the type
- If needed, select the Phrase Set for the Team (WARNING: This is an Advanced Feature and should be used with care.)
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Make your changes and click the Save icon to keep changes, or the Cancel icon if you don't wish to keep the changes.
Turn Client Type Inactive
- If the type becomes inactive at some time, edit by clicking on the pencil icon to the right of the type.
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Uncheck the Active box to turn inactive. the inactive Client Types are at the bottom of the list in gray italic type.
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To reactivate, edit the type and recheck the box.
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Delete a Client Type
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Click on the red trash can to the extreme right of the type.
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You will receive a warning message before being able to delete the type.
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Click OK to delete, or Cancel to keep.
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