JobBOSS | Ideas

Allow me to set default settings to be in there when creating new customer accounts.

I would like to be able to set default settings that'll automatically populate when creating new customer accounts. That way I wouldn't have to remind everyone to switch new prospect accounts to be set to prepay terms, require sales tax, have a $1 credit limit, etc.

  • Chris Reid
  • Mar 20 2023
  • Future Consideration
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