This setting allows you to define any number of Classifications, which you can then use to categorise your Customers, perhaps recording their relationship to you (e.g. lead, service customer or retail customer). You can do this using the Class. field on the 'Contact' card of the Customer record and on the 'Comment' card of the Contact Person record. This field can contain one or more Classification Codes, separated by commas. So, for example, a particular Customer can be both a lead and have a credit rating of 3.

The Customer Classification provides a different means of classifying Customers compared with the Customer Categories setting in the Sales Ledger. You will usually use the Category to record the types of business in which your Customers are engaged. You can allocate more than one Customer Classification to each Customer, but only one Category.

The Customer Classification can be used as a search criterion in many reports in the CRM module (and the EU VAT Sales report in the Sales Ledger).

You can divide Customer Classifications into Classification Types, allowing great flexibility.

The 'Customer Classifications: Browse' window lists the available Customer Classifications: to enter a new item, click the [New] button in the Button Bar. The 'Customer Classification: New' window appears: enter the details as appropriate and click [Save] to save the new record. You can use the 'Paste Special' function from the Classification Type field to bring up an option list.

Once you have saved a new record for the first time, you cannot change its Code simply by typing into the field. If you need to change a Code, use the Conversions - Master and Conversions - Customer Classifications settings in the System module. These settings will change the Code both here and in all other registers where the Classification has been used.

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