- Click on the Customer Management module.
- Click on Details at the end of the line of the client to modify.
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Click on General.
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Click on the
icon.
- Click on Customer Management in the drop down menu.
- Click Change Customer Type.
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Choose the customer type from the drop down menu
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Choose the customer sub-type from the drop down menu.
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Choose the date on which the type/sub-type will be modified.
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Click on Next: Change Parameters.
- Modify the parameters related to the change and click on Next.
- Modify the parameters related to the change and click on Finish.
The type/sub-type will be modified on the specified date.