AccountRight

Allow changes to default settings on new card file

Contributing Cover User kindy3
26 Posts
Contributing Cover User
Australia

When you open a new card file for a customer it automatically assumes Company, when 99% of my new customers are individuals.

 

When you open a new card file for a customer it automatically assumes mail invoice when I email 99% of my invoices.

 

Can you please allow us to personalise these fields (and probably many more that I don't use)?  Thanks.