Customer Categories allow you to organize customers based on your business needs. You can add new categories and edit existing categories.
How to do this:
For what Customer Categories are and how they relate to other records, see Customer Categories. For the search, filter, and record-detail conventions shared across Data Management, see Working with Records in Data Management.
Adding a Customer Category
To add a new customer category:
Click Data Management > Customer Categories.
On the Customer Categories form, click Add New Category.
Type a category name and description on the New Category form, and then click Apply.
Editing a Customer Category
To edit a customer category:
Select a category on the Customer Categories form and click the edit icon.
Make any changes on the Edit Category form.
(Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
When complete, click Apply, and the record is updated.