Client Types

What Are Client Types?

Differentiate your clients at the time of Import, or manually after they've joined your client list, by using Client Types.

Each client does not require a Client Type, but they can be used to identify groups of clients, especially handy when sorting your client list by its origin.  You can easily see which clients you've imported from your paper records if you create a Type called "Comment Card Responders" or "Guest Book" - anything that is useful and meaningful to you.

Viewing and Adding Client Types

From your Setup Tab, click on Client Types to the left, and use the link called "Add Client Type" to get started.

[Note - Client Types are great for internal reports, but if you'd like to send Email Campaigns to different groups of clients and even let THEM pick which lists they belong to, use Marketing Lists instead]