How to change customer terms, sales tax rates and lead sources

How to change customer terms, sales tax rates and lead sources

Summary

An Account Administrator has the ability to change items that are found in lists for their account.  This knowledge base articles contains instructions for locating and modifying these items

Instructions

  1. From within Focus, click Admin from the upper navigational bar
  2. From the lower navigational bar, click Lists
  3. On the Lists page, you may delete, add or edit terms, sales tax rates and lead source
  4. When modifications have been completed, click the Update button at the bottom of the page to save your changes. 

Note: If you have selected any of these items as the default for new customers, you will need to remove that selection before the item can be changed in any way.  For additional information on defaults, please refer to this knowledge base article: Selecting Defaults

Applies to:

  1. Solatech Focus
  2. Solatech DOS 

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