When editing or adding an individual profile, you have the option to categorize the individual with an Individual Type. An individual type drop-down list could include options such as "Student", "Employee", or "Sponsor". Individual Types may be added in CRM Setup.
Use the Individual Type as a Price Qualifier to offer a special price to a select group of individuals. Individual Type can also be used as search criteria when running certain reports or queries.
-
Hover over the Edit
action
icon. Click Edit Name
and Address in the drop-down menu.
-
The Edit Personal Information form appears. Locate the Additional Information section at the bottom of the form.
-
Select an individual type from the Individual Type drop-down list.
-
Click Save.
Once saved, the individual type will appear on the Individual Profile in the Address Information section.
