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Customer specific default settings are set from the "Defaults" tab (below).



Sales Rep & CSR: New estimates and jobs for this customer will be assigned to the default employees referenced here.

FOB: Used for new shipments for this customer.

Markups: Customer specific markups can be defined to be used for new estimates for each customer.  When not active for a customer, the default markups (from System Settings) will be used.

Special Instructions: New estimate and jobs for this customer will include any default special instructions listed here.

Shipping: Default carrier and method for new shipments for this customer.  When not assigned, the System Settings default carrier and method will be used.

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