Customer type code table

The customer type code table defines values for customer classification. Add blank rows to the table and use the input fields to enter the ID and Description of each customer type.

Use the following procedure to configure the Customer Type Code Table:

  1. Go to System Administration > System Admin > Code Table Setup.

  2. From the Code Table Selection list, select Customer Type Code Table.

  3. Use the Number of rows to insert on add dropdown menu to select the number of blank rows to add to the code table.

  4. From the Code Table Setup menu, click Add. The new rows appear in the table.

  5. Click to select each blank row added and configure the following parameters:

    • ID, such as House. The ID appears in the dropdown menu in the IEE rich client.

    • Description, such as Single Family Residence. The description is a free-text box that elaborates on the ID.

  6. Click Enter to save the values to the code table.

  7. Click Save.

The location of the customer type option on the code table selection tab.