Feature Overview:

This update expands the company classification system by adding "Customer" as a standard option in the Company Type dropdown. This ensures that client records are properly identified and consistently categorized across all major workflows - from initial contact creation to ticket assignment - allowing for more accurate reporting and data organization.

‍

Related Features:

• Private Company Management
• Contact Role Assignments

Features/Benefits:

• Consistent Data Labeling - Use the dedicated "Customer" tag across the entire platform to distinguish clients from vendors or service providers.
• Streamlined Company Creation - Identify customers immediately during the onboarding process in the Private Companies module.
• Improved Ticket Accuracy - Easily classify new offices as "Customer" directly from the ticket interface when adding a Customer Office.
• Unified Role Mapping - Apply the Customer classification to contacts to ensure role-based visibility and communication remain accurate.
• Non-Disruptive Integration - The new option seamlessly integrates with existing types (Service, Operator, Vendor, Other) without affecting legacy data.

How It Works:

1. Navigate to Contacts → Private Companies and click [Add Private Company]. You will now see "Customer" in the Company Type dropdown.
2. When creating a new contact under Contacts → Add Contact, the "Customer" option is available within the Role/Company selection.
3. On any Service Order (Ticket), click to Add Customer Office; the Company Type dropdown now includes "Customer" for immediate classification.
4. Select "Customer" and save the record to apply the tag globally across the account.