Customer Defaults
General
Customer defaults let you choose some basic defaults for customers created in your company account.
How To
To edit the customer defaults, navigate to Settings > Defaults > New Customer > Customer Defaults inside your company account.
Here you can set three defaults for new customers:
- Country – The country where the customer lives.
- Type – The type of customer: Individual, Company, Flooring Customer.
- Status – The customer status. You can customize the list of customer statuses a Settings > Customer > Labeling > Status.
When you make your selections the information will automatically be saved.