What customer categories are considered Institutions?
- Tim Peterson
It depends on your specific TitleLeaf implementation. During site setup, you define the customer categories and which are further considered “Institutions”. By default, “School” and “Library” categories are considered “Institutions”.
Default Customer Categories
During site setup, the acceptable “Customer Categories” are defined.
Each category is also defined as either an “Institution” or not. Institutions have access to TitleLeaf’s Library Processing Specifications module and the “Library Processing” step during checkout.
Register
The “Customer Category” field can be made visible to guests on the registration form. It can also be hidden if a customer service team would prefer to manually categorize customers.
Your Account > Change Profile
Similar to the registration form, the “Change Profile” form can also include the “Customer Category” field.
Admin > Sales > Users