Setting Up Default Carriers for Accounts

If you set up the preferred carrier for an account, then this carrier appears as a default when users create quotes and orders for this account.

To set up the default carrier for an account

1. Navigate to the Accounts screen, and then the Accounts List view.

2. In the Accounts list, click the name of the desired account.

3. Click the More Info view tab.

4. In the More Info form, complete the necessary field, described in the following table.

   Field	Comments
   Preferred Carrier	Select the default carrier for this account.