How can you default the Business Account Class for BA’s that are created automatically when you create a new customer? We have the default setting from customer management preferences and that works great for BA’s that we create as a business account and then extend to a customer. But… if we create a customer, the automatically created BA does not default a business account class. I couldn’t find any AR preferences for the Business Account class.
Solved
Defaulting Business Account Class for BAs created from customer
Best answer by Kandy Beatty
There is currently nothing that does that on the AR side. I think it would be useful though.
+16There is currently nothing that does that on the AR side. I think it would be useful though.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Reply
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.