Contact information usually contains details such as full name, address, phone number, etc.
If you need additional information for your customer data. You can create default templates for your description of customer information.
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Contact, Input Default Description, then Click Save
Step 3. Try to Make New Customers
Then whenever you added a new customer the default description should automatically fill with the default values that you set.
Related Articles
If you want to set customer groups by default when selling, you can check this article Set Customer Groups by Default When Selling
To configure auto-generate member code and customize prefixes for new customers, you can check this article How to Auto Generated Member Code & Customize Prefix for New Customers
To change the default gender in contact, you can check this article How to Change Default Gender in Contact
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add a new salesperson, you can check this article Add New SalesPerson
