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Creating New Customer Types
When creating customers in Clik Compliance, you can assign a customer type to indicate the industry that the customer works in. Clik Compliance includes a set of default customer types such as Industrial, Commercial, Government, and Retail, but additional customer types can be added if needed.
To add new customer types, click on the ‘User icon’ > ‘Settings’ in the top right corner.
Then click on ‘Customer Types’.
Finally, type the name of the customer type you would like to add in the box at the top and hit the ‘+’ sign to the right of it.
