If you need additional information for your customer data. You can create default templates for your description of customer information.

I. Setup

Step 1. Select Module configuration in "More Menu"

setup menu

Step 2. Select contact section then fill the default description and save

contact configuration

II. Contacts

Then whenever you added new customer the default description should automatically fill with default values that you set.

description contact

You might also like to read these articles below:


dealpos-trial-indonesia

Did this answer your question?