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.
Table of Content :
I. Setup
II. Contacts
I. Setup
Step 1. Select Module configuration in "More Menu"
Step 2. Select contact section then fill the default description and save
II. Contacts
Then whenever you added new customer the default description should automatically fill with default values that you set.
You might also like to read these articles below :
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 prefix for new customer, you can check this article How to Auto Generated Member code & Customize Prefix for New Customers
To change 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 new sales person, you can check this article Add New Sales Person
