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' button in the 'Create Customer Record' window, or when you're editing a customer:

Then select the account type by choosing the 'Individual' or 'Company' button.

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:

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