Yes, FieldPulse allows you to specify whether the customer profile is an individual or a company, changing how the customer profile is displayed throughout the app. Both profile types still allow you to designate a primary point of contact and a secondary point of contact.

To choose between setting up a customer as 'Company' or an 'Individual' click on the 'Account Type' box in the 'Create Customer Record' window, or when you're editing a customer:

Then select the account type from the dropdown:

That's it! You just set your customer's account type to either a company or an individual. If you need more help with adding or editing customers, please reach out: support@fieldpulse.com

Did this answer your question?