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nigel-volantechn
Level 1

OnlinePlus - help says to add a cust type go Sales/Customers - click on Customer Type but there is no such link on that page - have not setup customers yet ?? Help

 
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Best answer August 11, 2020

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nigel-volantechn
Level 1

OnlinePlus - help says to add a cust type go Sales/Customers - click on Customer Type but there is no such link on that page - have not setup customers yet ?? Help

Answering my own post - what help does not tell you is that Customer Type Button does not display on Sales/Customers screen until AFTER you add first customer (without a customer type since none is established at that point) Does not make sense, but there you are.

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nigel-volantechn
Level 1

OnlinePlus - help says to add a cust type go Sales/Customers - click on Customer Type but there is no such link on that page - have not setup customers yet ?? Help

Answering my own post - what help does not tell you is that Customer Type Button does not display on Sales/Customers screen until AFTER you add first customer (without a customer type since none is established at that point) Does not make sense, but there you are.

View solution in original post

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