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
I know how to change it for individual cards.
I'm asking to set the default to "Individual" from "Company" for Customer Cards instead of having to change it each time we enter a new customer who more often is not a company.
Hi DanielleGW
In this matter, the default is Company and you need to change it every time you will be adding a card file for a customer. As of now, we don't have the feature in AccountRight to set the default to Individual from Company for customer cards.
I would suggest posting these functions that you would like to see implemented into the system on our AccountRight Idea Exchange Board.
Please let me know if you need further help.
Cheers,
Leneth
