I'm not the first person to ask this.
Is there any way at all to change the default customer card designation to Individual instead of Company.
I'm sure we aren't the only business that deals with more people than other businesses.
Is there any plan to implement this?
Thank you for just telling me what I already know.
You haven't answered the question, which is whether the default can be changed.
Hi DanielleGW
Thanks for your post.
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.
Cheers,
Leneth
Thank you for just telling me what I already know.
You haven't answered the question, which is whether the default can be changed.
Hi DanielleGW
Thanks for the update. Apologies for the delay in getting back to you.
You may try to change it in the customer card by going to Card file >> Cards List >> choose the Customer card >> then change the Designation to Individual >> Click OK.
Please don't hesitate to post again if you need help in the future.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
