System Settings: System Tables - Customer
The Customer tab in the System Tables category on the System Settings screen allows you to configure the values available in various dropdowns related to customers throughout the system, including note types, contact types, address types, and relationship types.
Note Type
The Note Type section allows you to manage the note types used when creating notes.
Each field in the Note Type section is defined below.
| Label | Definition |
| Description | Name of the note type. |
| High Priority | A checkmark indicates that notes of this type are marked as high priority. High priority notes are marked with a red exclamation mark and pinned to the to the top of the list. |
| Popup Alert | A checkmark indicates that notes of this type display as a pop-up alert. Pop-up notes are marked with a yellow bell icon and they pop up onto the screen when the customer and/or ticket is viewed. |
Contact Types
The Contact Types section allows you to manage the contact types available when creating contacts on customer profiles.
Each field in the Contact Types section is defined below.
| Label | Definition |
| Description | Name of the contact type. |
Address Types
The Address Types section allows you to manage the address types available when creating addresses on customer profiles.
Each field in the Address Types section is defined below.
| Label | Definition |
| Active | A checkmark indicates that the address type is active in your instance. |
| Description | Name of the address type. |
| System Entry | A checkmark indicates that the address type is a system entry and cannot be modified. |
Relationship Type
The Relationship Type section allows you to manage the relationship types used when linking customers to other customers.
Note: This is outside of the built-in parent/child relationship type. Parent/Child relationships do not need to be built here.
Each field in the Relationship Type section is defined below.
| Label | Definition |
| Description | Name of the relationship type. |
These actions are available on the Customer tab.
- Add a new item to any section by clicking the Add button in that section, completing the desired fields, and clicking the Save button.
- Search within any section by selecting a column from the dropdown and entering text in the Search field.
- Filter the items in sections that have a Filter button by clicking Filter.
- For sections with the drag icons at the start of each row, reorder the line items by simply clicking and dragging the items into the desired order using the drag icons.
- Edit an item by clicking the ellipsis at the end of the row and selecting Edit from the menu options. Click the Save button at the bottom of the screen once you have finished making changes.
- Delete an item by clicking the ellipsis at the end of the row and selecting Delete from the menu options. NOTE: You cannot delete an item if it is currently in use in your instance.
- See the System Settings Overview article for more information about the other categories on the System Settings screen.