Customer Roles

Customer roles identify different entities involved in a job. OASIS can identify the direct customer (e.g., a distributor), the indirect customer (e.g., a contractor), and specifiers. This article will explain how to assign a customer role to a customer entry. To learn how to add an alternate role, read our Assigning Alternate Roles to Customers help article. 

1. Navigate to the Customers page, and select a customer.

2. The "Customer Editor" window will appear.

3. Select the "General" tab.

4. Select the "Customer Type" drop-down menu.

5. Select the "Role."

6. Select "Save and Close." The customer will be available in any role selection or available for any report filter.