New Default CRM Settings for New Customers
We've created 4 new default settings for new customers:
- Default Tax Jurisdiction - the combo box will list all active Tax Jurisdictions.
- Default Payment Terms - the combo box will list all active Terms.
- Default to Taxable - when enabled all new customers will be set to Taxable.
- Additional Postage/Payment Account(s) - In addition to the already available Default setting, select additional accounts that will be defaulted for new customers.
Email Payment Link Update
When sending an Email Payment Link, the "To" address will now populate with the Payment Contact email address.