is it possible through Vendor Relationship functio...
# generala
Arūnas Žindžius
09/30/2021, 3:48 PMis it possible through Vendor Relationship functionality to create Customer right away instead of a Lead? This window shows Customer, but after save action the Lead is created.
k
KevinJ of Kansas
09/30/2021, 4:14 PMThat's because your default customer status is lead.
KevinJ of Kansas
09/30/2021, 4:15 PMUnfortunately, that's a system wide setting - so if you change it, it's going to change everywhere
a
Arūnas Žindžius
09/30/2021, 4:18 PMI'm struggling to find such preference..
k
KevinJ of Kansas
09/30/2021, 4:19 PMShould be in accounting preferences or in CRM preferences. Unfortunately I'm sans-netsuite account at the moment so I can't screenshot it for you.
a
Arūnas Žindžius
09/30/2021, 4:32 PMno luck, I found only online Form settings, where you can set Lead as customer but not elsewhere
Arūnas Žindžius
09/30/2021, 5:46 PMSuiteAnswer 33716 says that's not possible as I wanted
2 Views