Accessing the Screen

From the dashboard, click the more options icon (3 dots in the upper right hand corner) on the Customers app tile and select Preferences.

Screen Options

Default New Customer Type- Sets whether the default Customer Type will be Customer or Customer Lead on the New Customer screen.

You can learn more in your FAQ What is the difference between a Customer and a Customer Lead?
Format New Residential Customer as- Sets how a new residential customer's name should be formatted on the New Customer screen.