Default Customer
Be able to assign a default customer that would appear on all orders of a certain type/authority. This be predominately used for vanline orders so we don't have to go into every vanline order and select the vanline customer name/number.
Barrett Moving1
shared this idea
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Randy Miller
commented
So, you're thinking that you would map a default that got this on every order automatically. Presumably, every vanline move would be the United customer in your case or something similar? Do you have any Mayflower agencies? If so (or thinking of other customers that do), how would you want that handled so that it does not go to the incorrect customer if a biller forgets to change it?
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Barrett Moving1
commented
The user would have to assign the profile to the order for it to pull that information, correct? The main purpose for this request would be for vanline orders. I don't think it would be any faster to select a generic profile or enter a customer number/name.