I'm looking to add customer types to my existing customers. Is there a way to get customer type to show up with the basic info about the customer. Or would the only way to have certain things shown, is to put it in the notes of each customer?
I'm wanting it to either show up whenever I click on the customers' account, without going to customer detail, or to appear whenever we create an estimate or invoice for the customer. Is there a way to get it to show that way, without making it a note instead?