📝 Quick Create Parameters

Max D
Max D
  • Updated

This screen allows the function to be made active/inactive for each module and set the user
access level required to use it. To aid the speed of creating customer records, default contact
reasons and methods for both the current and future contact can be set as well as
selecting who the future contact should be created for and when. Although these are
defaults, the user will have the opportunity to amend any of these at the point of creating the
customer record.

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