EDITING BUSINESS TYPE - PINNACLE

EDITING BUSINESS TYPE - PINNACLE

EDITING BUSINESS TYPE


Ø  In pinnacle click ACCOUNTING – FIND CUSTOMERS


Ø  Screen pop’s up like this




 

Ø  Maximum number of results: ‘’250000”

Ø  Business type: click ‘’unknown”

Ø  Country state: click ‘’Australia”

Ø  Click search

 

Ø  Screen pops up like image below


Ø  Double click customer name to open up costumers screen


Ø  Click Edit

Ø  Click business type

Choose form the categories:

                  (Name of person) click Individual 

            Ex:


-          (Mechanical, Electrical) click Garage

Ex


-          (Automotive, body shop, auto repairs) click Body shop

Ex:

 

Ø  Click Save & Exit