How to create a new "Account Type" in the customer treeview? (2014)
QUESTION:
How to create a new "Account Type" in the customer treeview?
ANSWER:
Account types can be setup in System Manager >User Interface > Configurable Field Values for selection as below:
Category: Customer Lookups
Level: System
Code Type: Account Type
Typically Administrators would have this capability to create additional account types.
This field is for organizing your clients in meaningful groups.