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.
- 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.