Setting Record Default Preferences
Users with the Administrator role can set up record default preferences for the account at Setup > Company > General Preferences.
Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.
For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.
|
Preference |
Description |
|---|---|
|
Default Customer Type |
Choose whether new customers are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Lead Type |
Choose whether new Leads are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Vendor Type |
Choose whether new vendors are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Partner Type |
Choose whether new partners are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Preferred Subcustomer Form |
Select the default form to use for new subcustomers. |