Does anyone know a quick way to modify the default customer type when creating a new customer? It’s defaulting to “Prospect” when creating a new customer and we’d like that to default to “Customer”:
Thanks,
Mike
BPM. A Method Directive on Customer.GetNewCustomer can be added. In Post Processing (you want to do it in Post-Processing because the method gets you a new record and Pre-processing would be before the new record), set the field.
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Bingo, thank you.
While you can override the Customer Type with a BPM, just know that the Customer Type updates automatically depending on what activity has transpired:
No Activity (new Customer): Suspect
Quoted Quote: Prospect
Sales Order: Customer
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Good to know, thanks Rick