When adding a new customer in Receivables, is there a way to force a user to visit the Tax Group field and select a group from the list, similar to the way the Billing Cycle and Terms fields work?

They want the field to initially default to "blank"; otherwise the user won't be forced to visit the field and may accept the wrong group because it is the default.

Steve

Hi, Steve,

You can set a default for the field for new customers to use when created. However, there's no template for customer entry that would insist that the field be visited and dealt with.

Tax Group would have to be a required field and be blank. I can enter a suggestion to R&D for a future release if you'd like.

Of course, there may be other sites that really don't like that behavior though.

Support

It’s a good idea but definitely a CP option.