We use some customer IDs' over and over. It would be nice to be able to preset the different sections so the same information came up each time we open the customer ID. This would be a benefit as we use the same line items for most tickets, even with vendors. So it really would be great to automate the process a bit for ease of use and saving time by not inserting the same information every time.

examples:
line items, terms, customer PO, A/R account automatically fill with custom information

I hope this makes sense, I can try and elaborate more if need be.

Brian H

by: Brian H. | over a year ago | Customer Mgment (CRM)