Most of our Customers are individual so everytime I create a new customer (multiple times a day) I have to manually change the Designation. An opportunity to set Individual as the default would be an advantage
"Re: Change from Company to Individual as default on Customer card information"
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.
Company or Individual? At least have V19's last use of type stay there. I rarely need a Company in particularly sales.
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.
I agree - also to be able to "Copy from" an existing customer card would be good.
Hi WattsBros
Thank you for your idea in regards to AccountRight and card designation.
Currently the AccountRight 201x program will default to Company. I would encourage users that would like to see the last remember setting or always default to Individual to vote and comment if required for this idea.
I too would like to be able to change the default. It was my default in AccountRight v19. Please allow this default to be changed. It is only a minor issue but as previously said if you are creating multiple customers every day it is one thing less you have to worry about.
Yes absolutely. All my customers are individuals and the default to company is driving me nuts. I'd previously been using AccountEdge for many years and I did not experience this issue.
Yes, Please. It would make things so much easier.
We would appreciate that too!
I am so glad to see that there are now other votes and comments. In v19, it didn't really matter what the default was, because it was always just show whatever you used last. In my case, that was 'individual' but in rare cases it was 'company' and i would have to change it back. Now that I always have to change it, it drives me crazy!
Even if the default has to remain 'company', could we at least have a keyboard shortcut to change it? When you tab into that field, no keyboard strokes do anything. You have to drop down with the mouse. This is annoying and time consuming.
Thanks for your consideration!
