Client types allow you to categorize clients. A subdivision developer, for example, can use client types to list the subdivisions, or the release of homes in subdivisions or to track the interests of prospective home buyers. For some companies such as service/repair contractors, the geographic area is more important because all the clients are homeowners or commercial businesses.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.