In Hexicom, you can assign one or more Company Types to customers and suppliers in the CRM. This is a helpful way to categorize and filter your contacts based on how you work with them.



What is a Company Type?

A Type is a label you can use to group customers and suppliers. The Type can be anything you choose, for example:

  • Print
  • Promo
  • Manufacturing
  • Retail
  • Graphic Design


Using Types makes it easier to organize your CRM and quickly identify which customers/suppliers fall into specific categories.


How to Assign a Type in the CRM

  1. Open the CRM and search for the customer or supplier.

  2. Open their record.

  3. Click Edit.



  4. On the left-hand side, locate the Type dropdown.

  5. Select one or more Types to assign to the customer or supplier.



  6. Click Save.


How to Customize the Type List

If you want to add, remove, or rename Types, you can manage the Type list from your system settings:

  1. Click the Settings wheel in the top-right corner.

  2. Go to ePrint MIS.

  3. From the left menu, click CRM.

  4. Select Company Type.

  5. Update the list as needed and save your changes.


Once updated, the new Types will be available in the Type dropdown for customers and suppliers in the CRM.