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Contact Default Description
Contact Default Description

Set default templates to customer description

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

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

Module Configuration

Step 2. Go to Contact, Input Default Description, then Click Save

Input Default Description

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.

Make New Customers

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