When you add a new customer record, optional fields that are set up for automatic insertion in customer group, national account, and customer records appear automatically on the Optional Fields tab, along with their default values, as follows:
- If the customer belongs to a national account, and if the optional fields match those used by the national account, the values from the national account record appear as defaults.
- If the customer does not belong to a national account, and if the optional fields match those used by the customer group, values from the customer group record appear as defaults.
You can accept the optional fields that appear or you can make the following changes:
- Delete optional fields.
- Assign additional optional fields that you have defined for customers, national accounts, and customer groups.
- Change any default values that appear in the optional fields. More...