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Customer Type Setup

Document Summary​

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By following these steps, you can:

  • Access and manage customer types
  • Update data passed to the billing system
  • Upload customer type icons
  • Configure which fields must be collected
  • Control prospect expiration and drop visibility

This setup ensures each customer type behaves exactly the way your workflow requires.

Step By Step Setup​

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1. Navigate to Customer Types​

From the main OpsAdmin menu:

  1. Click Customers at the top of the screen.

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  1. Inside the Customers section, select: Settings → Customer Types

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This opens the Customer Types management table.

2. View Existing Customer Types​

On the Customer Types page, you’ll see a table displaying:

  • Logo – The icon assigned to the customer type
  • Name – Your internal customer type label
  • Customer Billing System Name – The name sent to/used by the billing system

The screenshot shows examples such as:

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  • Residential
  • Small Business
  • Large Business

You can scroll or use pagination to view all records.

3. Edit an Existing Customer Type​

To modify a customer type:

  1. Click the row of the type you want to edit.
  2. You’ll be taken to the Edit Customer Type screen.

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This screen includes all configurable fields for the selected type.

4. Update Basic Information​

On the edit screen, you’ll see fields such as:

  • Name - What the customer type is called inside OpsAdmin.

  • Customer Billing System Name - The value sent to your REP/Billing platform.

  • Code - Your short-hand or programmatic code (if used).

  • Logo - You may upload a new logo. (The recommended size shown onscreen: 100px Ă— 100px)

5. Select Customer Type Options​

The right side of the edit screen lists numerous checkbox options.

These include (based on the screenshot):

General Options

  • Default Value - Decide if this type should auto-select by default.
  • Send ETF value to billing system - Enable if the billing system needs the ETF flag.
  • Prospect expiration period in days - This determines when a Prospect Contract will expire. Can be configured to the specific Customer Type.
  • Show drop option in My Account

Required Information Fields

Enable any field you want required for customers of this type:

  • Date of Birth
  • Firm Name
  • Primary Phone
  • Secondary Phone
  • Cell Number
  • Fax Number
  • Contact Name
  • Employer Name
  • Employer Number
  • Driver License Number
  • Driver License State
  • Fed Tax ID
  • Recurring Billing
  • Grouping ID

These map directly to the items shown on the right-hand panel of your screenshot.

6. Save Your Changes​

Once all fields are updated:

  • Click Save (green button in the top right).

This will return you to the Customer Types list, where your updates will appear immediately.