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Understanding Entity Types
Understanding Entity Types
Christopher Ike avatar
Written by Christopher Ike
Updated over a month ago

The entity types setting allows you to set custom types or change the existing default types for tasks, customers, contacts, sales, production order, and purchase order.

For example, the default types for Production Orders are bulk and sample. But you can change them and even add another type.

How to Add or Change Existing Types

To add or change existing types, open the Entity Types setting, pick a module, and make the necessary adjustment.

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