Using the Account Defaults tab, a system preference to:
- Design a default Account information tempalte that will be displayed whenever you choose to add a new Account to the system.
Account Defaults options:
Account ID box
Name box
Address 1 box
Address 2 box
City box
State box
Zip Code box
County box
Phone Number box
Custom Key Field 1 box
Custom Key Field 2 box
Custom Key Field 3 box