Reordering customer types
Last updated: June 24, 2022
The order in which customer types appear in your Dashboard Settings determines the order that they appear in your book form:
To reorder your customer types, go to the Settings section of your Dashboard, then select Customer Types from the sidebar. Here you’ll see a full list of your available customer types.
Click and drag the 
icon to the left of a customer type to move it. Your changes will be automatically saved.