--- title: Manage your Client Types description: Avoid over-segmenting. If you find yourself creating a type for every slight variation, consolidate. A smaller, consistent list is easier to filter and report on than a long, inconsistent one. --- [Skip to content](https://kb.kudurrustone.com/manage-you-client-types#main-content) English Show submenu for translations [Customer portal](https://kb.kudurrustone.com/tickets-view?hsLang=en) ![kudurrustone-logo.png\]](https://kb.kudurrustone.com/hs-fs/hubfs/kudurrustone-logo.png?height=40&name=kudurrustone-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://kb.kudurrustone.com/tickets-view) - Go to kudurrustone.com Go to kudurrustone.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Kudurru Stone Knowledge Base](https://kb.kudurrustone.com/?hsLang=en) 2. [Company](https://kb.kudurrustone.com/company?hsLang=en) 3. [Settings](https://kb.kudurrustone.com/company?hsLang=en#settings) # Manage your Client Types ## Client Types describe the category of business or individual a client represents.  For example, Home Owner, Builder, Realtor, Title Company, or General Contractor. The type appears on the client record and lets you filter, segment, and report across your client list by the kind of work they represent. ### Managing Client Types Navigate to **Settings → Client Types** to view, add, edit, or remove types. Each client type has one field: - **Description** *(required)* — The label that appears in the Client Type dropdown on client records. --- **Model your types around how you acquire or serve clients, not internal jargon.** Labels like *Home Owner* and *Builder* are immediately understood by anyone on your team — abbreviations or internal codes are not. **Use types alongside Relationships.** Type answers *what kind of client is this?* while Relationship answers *where are they in our pipeline?* Together they give you powerful filtering — for example, all *Builders* who are currently *Active Clients*. **Avoid over-segmenting.** If you find yourself creating a type for every slight variation, consolidate. A smaller, consistent list is easier to filter and report on than a long, inconsistent one. ### Adding a New Type 1. Go to **Settings → Client Types**. 2. Click **Create New**. 3. Enter a **Description**. 4. Click **Save**. The new type is immediately available in the Client Type dropdown when adding or editing a client. --- ### Editing a Type 1. Click the **Edit** link next to the type. 2. Update the description. 3. Click **Save**. The updated label reflects on all client records currently using it. --- ### Deleting a Type Click **Delete** next to a type and confirm on the following page. If the type is assigned to any client records, Kudurru Stone will block the deletion and display a warning. 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