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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.
Used for new shipments for this customer.
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.
New estimate and jobs for this customer will include any default special instructions listed here.
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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