Customer Defaults

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In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record.

Watch the video below or read the instructions below on setting the customer defaults.



To set SME to generate account numbers for your customers
  1. In SME, select the Setup module.
  2. Click Company.
  3. Click Customer Defaults.
  4. Click Edit on the left.
  5. Check Generate Account Number and fill out the Next Customer Account # field.
  6. Click Save on the left.

Account Defaults

You can set default values for certain fields in the customer record.

  1. In SME, select the Setup module.
  2. Click Company.
  3. Click Customer Defaults.
  4. Click Edit on the left.
  5. On the Account Defaults tab, select the drop down value you want to populate the field automatically when a new customer record is created.
  6. Click Save on the left.

** NOTE ** To add values to the drop down fields on the Account Defaults section, see the Lookup Lists tutorial.