You can define a list of customer types and select a customer type for each customer account. The customer type list is defined in Paladin Configuration and is set separately on each individual account. Steps for creating the list, and then assigning a customer type to a customer, are provided below.

You can use this feature to identify a specific set of customers. For example, you can create customer types with names, such as ‘government purchaser’ and ‘Farm Use’.

You can also use the default set of customer types that come with this feature. Unlike types you create, these default types cannot be changed or removed. The default types are:

  • Contractor
  • Employee
  • Farm/Agriculture
  • Healthcare
  • Homeowner/DIY
  • Manufacturer
  • Municipality/Government
  • Non-profit Organization
  • Other Business
  • Property Management
  • Religious Organization
  • Restaurant
  • Retail Business
  • School/Education
  • Service Industry
  • Store Use

Customer types only appear in the Customers module and do not display with the customer name anywhere else in Paladin.

To create and manage the list of customer types:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Customer Type tab. The current list of customer types appears in the Types pane.
    • To add a new customer type, click New. Then, in the Type box, enter the customer type name and click Save.
    • To remove a customer type, highlight the customer type in the list, and then click Remove
  3. If you made changes to the customer types, exit and restart Paladin before opening a customer account.

 To add a customer type to a customer account:

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Select the Electronic tab.
  3. In the Alternate Customer IDs pane, in the Customer Type list, select a customer type.
  4. On the bottom ribbon, click  F12 Save.

If you have questions or suggestions about this information, contact

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Printed on: 5/17/22