Forum Discussion

Kym__Yeoward's avatar
Kym__Yeoward
Ultimate Partner
3 years ago

New Customer card - set default designation as Individual

In my small community language school, nearly all our sales invoices are to individual students - for night classes.   Is there a way to set the default designation for a new Customer as Individual...
  • SamaraM's avatar
    SamaraM
    2 years ago

    Hi Kym Y (Darwin) (Kym__Yeoward)

     

    Sorry to see that no one has replied to you yet.


    Currently when creating Customer Cards, AccountRight will always default the designation to Company. It would only default to Individual if the card type was selected as Employee or Personal type cards. 


    Please let me know if you have any further questions.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

SamaraM's avatar
SamaraM
Former Staff
2 years ago

Hi Kym Y (Darwin) (Kym__Yeoward)

 

Sorry to see that no one has replied to you yet.


Currently when creating Customer Cards, AccountRight will always default the designation to Company. It would only default to Individual if the card type was selected as Employee or Personal type cards. 


Please let me know if you have any further questions.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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