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
- Click Admin from the upper navigational toolbar
- In the Defaults section you can
- 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.
- 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.
- 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)
- Click the Save button in the defaults section to save your change(s)
Applies to:
- Solatech Focus