Custom Setup of Default for Fax or Email as Preference in Communications
Currently when setting up a new company the default setting shows that both email and fax boxes are checked as the preferred means of contact. We need to be able to set "our preferred" means of communications without having to remember to uncheck a box.
5
votes
Anonymous
shared this idea
This is done! When you add a new company, only “Send Email” is pre-checked.
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Daniel C. Tonyan Sr.
commented
We do not fax invites anymore. So when adding a sub I have to remember to uncheck the fax notice on their record. To us it would be better for the fax notice to typically be unchecked.