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

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 customers. This knowledgebase article describes setup for these items. 

Instructions

  1. Click Admin from the upper navigational toolbar

  1. In the Defaults section you can 
    1. Place a checkmark to the left of Require a tax code for new customers. This will require users to select a tax code for new customer.  You may also use the drop down menu to select  a default tax code.

    1. Place a checkmark to the left of Require a lead source for new customers. This will require users to select a lead source for every new customer. You can also use the dropdown menu to select a default lead source.  

    1. Use the dropdown menu for Default Sidemark Template to change from First Name, Last initial to Last Name, Short Date (note, this will be the date the quote is created).

    1. For a key of Sidemark formats, click on this Knowledge Base article.
  1. Click the Save button in the defaults section to save your change(s)

Applies to:

  1. Solatech Focus 

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