Setup New Customer Options

Change the way the new customer forms work. You can add or remove fields to gather information. You can change which fields to stop at and which fields to skip. For new customers, you can choose if the default setting will copy information from the previous customer, and so on. 

 

How do I add additional fields to the Setup New Customers form?

How do I auto-increment customer numbers?

How do I change the default setting to copy from a previous customer?

How do I copy service location to mailing address? (Customers)

How do I create a service order when I set up a new customer?

How do I create billing transactions when I set up a new customer?

How do I select which services to copy from the previous customer?

How do I set up direct pay options for setting up new customers?

How do I set up my default values to allow a zero amount deposit?

How do I set up the default values on a loan for a new customer?

How do I copy only active services from previous customer?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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