Q: I set up a few more system types to categorize my customers, i.e.
distributor, OEM, End-user, etc. However, I noticed that when I started
entering invoices they had to be switched back to "Customer" type. How can
I fix that?
A: The System Types are more fixed than how you are trying to use them. Think of System Type as the big umbrella description of how a company fits into the financial picture -- they are a line you represent (Principal); a company that buys from one of your Principals (Customer); a potential customer (Prospect for Opportunities); etc.
distributor, OEM, End-user, etc. However, I noticed that when I started
entering invoices they had to be switched back to "Customer" type. How can
I fix that?
A: The System Types are more fixed than how you are trying to use them. Think of System Type as the big umbrella description of how a company fits into the financial picture -- they are a line you represent (Principal); a company that buys from one of your Principals (Customer); a potential customer (Prospect for Opportunities); etc.
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