Customer and role configuration

You define what customer types to have. Standard ones include Company, Person, and Organisation. This is done by editing customer types.

After those are set, you need to define how the types you've set should relate to each other. This is done by entering customer role types. You define a role for both ends, entering a description and an down description. Paired with those are what customer type that description belongs to.

Common role connections are Employee - Company, Owner - Company, Head office - Branch office, and Child - Parent.