How do I make this auto selected

Jeffrey H. shared this question ago

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I want to make "normal" the standard option and if i need to change to "Commercial" i have to manually change it. But it normally selects "normal."

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Andre L. ● 3 months ago

Would you like this to only show on leads page or customer facing on the check-out page?

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Jeffrey H. ● 3 months ago

Just on Leads Page for now. The only time we would choose "Commercial" for customer type would be when its a commercial account which we would know when booking. Thanks!

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Andre L. ● 3 months ago

Thank you for your patience. So as of now we are unable to default that field to show customer type as "Normal". There is a way to get this to show on the checkout page on the website, but I understand this was not the goal.

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Jeffrey H. ● 3 months ago

Ok, Np thank you

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Jeffrey H. ● 3 months ago

If i just got ride of customer types, or just had 1, would it auto default to that? or do we have to have at least 1 type of customer?

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Andre L. ● 3 months ago

Hello Jeffrey, so I tested this out on my with a colleague and we still were unable to the quote page to default to a particular type. We are still forced to make a selection. 679db1fbc1a5268414248375393cb957

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Nicki G. ● 3 months ago

If you look into my nickigPoA account customer built quotes come in with the customer type Apartment Community as the default.

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Susan M. ● 3 months ago

Yes, that is what we are saying...this is possible from the quote page..not possible from the leads page

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Nicki G. ● 3 months ago

I have a work around. Rename Normal to 1 - Normal to make it the top of the list

Under Optional Fields - Customer Type - put default value as 1 - Normal

Now when customers generate their own Quote it will pick the top which will be 1 - Normal

This won't change for you when you're building it

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