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This text refers to program version 4.3  

Customer Categories

You can group Customers of a similar type together using Customer Categories. This can help with reporting: several reports allow you to list Customers belonging to a particular Category.

To work with Customer Categories, first select 'Settings' from the File menu or click the [Settings] button in the Master Control panel. Double-click 'Customer Categories' in the resulting list. Then click [New] to open a new record, or double-click an existing record to modify it.

Code

Specify a unique code, by which the Customer Category may be identified from the Customer screen and elsewhere in FirstOffice.

Description

Enter text describing the Customer Category here.

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