Customer Defaults - Revision history

Moha at 16:20, 9 June 2011

2011-06-09T16:20:12Z

Moha at 16:18, 9 June 2011

2011-06-09T16:18:36Z

Moha: Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."

2011-06-09T16:18:16Z

Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."

New page

In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record.

Watch the video below or read the instructions below on setting the customer defaults.

<videoflash>b20ssBbRSmA</videoflash>

To set SME to generate account numbers for your customers

# In SME, select the '''Setup''' module.
# Click '''Company'''.
# Click '''Customer Defaults'''.
# Click Edit on the left.
# Check '''Generate Account Number''' and fill out the '''Next Customer Account #''' field.
# Click '''Save''' on the left.

<h3>Account Defaults</h3>

You can set default values for certain fields in the customer record.

# In SME, select the '''Setup''' module.
# Click '''Company'''.
# Click '''Customer Defaults'''.
# Click Edit on the left.
# On the '''Account Defaults''' tab, select the drop down value you want to populate the field automatically when a new customer record is created.
# Click '''Save''' on the left.

<span style="color:orange"> ** NOTE ** </span> To add values to the drop down fields on the Account Defaults section, see the Lookup Lists tutorial.

← Older revision		Revision as of 16:20, 9 June 2011
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−	To set SME to generate account numbers for your customers	+	<br>To set SME to generate account numbers for your customers

	# In SME, select the '''Setup''' module.		# In SME, select the '''Setup''' module.

← Older revision		Revision as of 16:18, 9 June 2011
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	# Click '''Save''' on the left.		# Click '''Save''' on the left.

−	<span style="color:orange"> NOTE </span> To add values to the drop down fields on the Account Defaults section, see the Lookup Lists tutorial.	+	<span style="color:orange"> NOTE </span> To add values to the drop down fields on the Account Defaults section, see the [[Lookup Lists]] tutorial.