AdeleKaye
Contributing Cover User
It would save me many hours is we could set defaults for creating a new customer card. About 95% of our customers are individuals, yet the current default is Company, so each new card has to be manually changed. On the Selling Details tab, we always use the same Printed Form and Sale Comment - so I have to manually select these for every new customer. Also, on the History tab it would save a lot of time if the Customer Since could default to "today." We have 2,500 customers and I have to create 10-20 new cards per day.
Caroline_V
4 years agoExperienced User
I agree - also to be able to "Copy from" an existing customer card would be good.