How to require tax code, lead source, terms and/or installer when creating a new customer
Summary
Account Administrators can choose to have certain fields required when a new customer is created. This knowledge base article describes how to set up this requirement.
Instructions
- While logged in as an Account Administrator, click Admin from the upper navigational bar
- On the Account page, scroll down to the Defaults section
- Any of these items can be selected as required:
- Tax Code
- Lead Source
- Terms
- Installer
- Press the Save button to save changes made
Applies to:
- Solatech Focus
- Solatech DOS