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



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