When a new customer record is created in the CRM my desktop program, certain fields can be automatically populated by adding the information to the relevant fields on the default customer record form. You can amend any of the information that is defaulted to reflect individual customer record needs.
The customer records form is displayed when you select the customer initial template option from the CRM default records menu
All of the fields found on the customer records are listed in the grid but they are not in alphabetical order. You can return through any fields which should not be defaulted and enter the default data where appropriate.
Tip: There are probably only a few fields where defaults might be required these could be (Sales ledger) Account code, Departments, Sales executives, customer status codes and Correspondence indicators for the relevant Departments. In this form there is no look-up or validation against the alternative data files in which any codes might be held, so the input should be double-checked to make sure that it is valid.
The form and its buttons function as a standard Autoline gedit form more details on how these work is included in the Introducing the editors link in related topics
