- On the top ribbon, click Customers.
- Find and display the customer account.
- Click the Electronic tab or press PgDn three times.
- In the Alternate Customer IDs pane, in the Customer Type list, select a customer type.
- On the bottom ribbon, click Save or press F12.
About customer types
If you have questions or suggestions about this information, contact firstname.lastname@example.org.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/14/21