How to require tax code, lead source, terms and/or installer when creating a new customer

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

  1. While logged in as an Account Administrator, click Admin from the upper navigational bar
  2. On the Account page, scroll down to the Defaults section
  3. Any of these items can be selected as required:
    1. Tax Code
    2. Lead Source
    3. Terms
    4. Installer
  4. Press the Save button to save changes made

Applies to:

  1. Solatech Focus
  2. Solatech DOS



    • Related Articles

    • How to select a default tax code, lead source and sidemark for your account

      Summary Solatech Focus allows Account Administrators to require that users select a tax code and lead source for new customers and to optionally set a default tax code and lead source for new customers. Users can also change the sidemark used for new ...

    • 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 From within Focus, click Admin from ...

    • Creating a new customer in Solatech Focus

      Summary This article will describe how to create a new customer in Solatech Focus Instructions From the Home Page, click on the Add new customer button. (Site Administrators will need to go to the Customers list to enter a new customer) Required ...

    • Creating a Customer

      More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click drop-down arrow ...

    • How to mark a customer as tax exempt

      Summary Solatech Focus and DOS users who typically charge sales tax have the ability to mark a customer as tax-exempt. This article describes how to mark a customer as tax-exempt. Instructions 1) From within the customer record, 2) place a checkmark ...