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Defaulting Business Account Class for BAs created from customer

  • August 25, 2023
  • 1 reply
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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.  

Best answer by Kandy Beatty

HI @RyanBrownXBYTE 

There is currently nothing that does that on the AR side. I think it would be useful though. 

1 reply

Kandy Beatty
Captain II
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  • Captain II
  • Answer
  • August 25, 2023

HI @RyanBrownXBYTE 

There is currently nothing that does that on the AR side. I think it would be useful though.