create new ticket
check ticket statusStep Action
1. Select {Settings} and then select {Defaults} under Customers section.
2. Select {New} under Defaults. A New Default modal window will open.
3. Complete the fields.
General
| Item | Description |
| Name | Enter the customer Name. |
| Sales Rep | Select a Sales Rep from the drop-down who is to be the default. |
| CSR | Select a CSR from the drop-down who is to be the default. |
| Graphic Artist | Select a Graphic Artist from the drop-down who is to be the default for this customer (if applicable). |
| Tags | Select one or more Tags from the drop-down. |
| Contact Tags | Select one or more Contact Tags from the drop-down. |
| Contact Roles | Select one or more Contact Roles from the drop-down. |
| Ship Type | Select a Ship Type from the drop-down. |
| Invoice | Select an Invoice from the drop-down. |
| Terms | Select Terms from the drop-down. |
Financial
| Item | Description |
| Discount | Enter a value for the default Discount percentage. |
| Credit Limit | Enter a value for the default Credit Limit. |
| Tax Type | Select Tax Type option from the drop-down. |
| Requires PO | Select Yes or No option from the drop-down. |
| Default Handling Fee | Select Default Handling Fee type (% or $) from the drop-down and then enter value for the fee. |
| Commission Contacts | To add a Commission Contact: 1. Select {New} under Commission Contacts. A Commission Contact modal window will open. 2. Select a Contact from the drop-down and then enter a Commission a percentage. 3. Select {Save}. A results window will pop-up to indicate the Commission Contact has been saved. To edit a Commission Contact: Step Action 1. Hover mouse over the Contact to be edited. A pencil icon will appear on the right-hand side of the name. Select the pencil icon. An Edit Commission Contact modal will open. 2. Make required changes. 3. Select {Save}. A results window will pop-up to indicate the Commission Contact has been saved. To Delete a Commission Contact: 1. Select entries under Commission Contacts to be deleted by checking boxes on the left-hand side. All entries can be deleted by checking box to left of {New} under Commission Contacts. 2. Select {Delete}. A window will pop-up to confirm selected items to be deleted. 3. Select {OK} to delete selected items. A results window will pop-up to indicate the selected items have been deleted. |
Communication Defaults
| Item | Description |
| Documents | Select the default documents to be used for Quote, Invoice, Label, Packing Slip, and Statement from the dropdown menus. |
| Canned Emails | Select the default canned emails to be used for General, Login, Quote, Proof, Invoice, Shipping, Statement from the dropdown menus. |
Online Ordering
| Item | Description |
| Language | Select some Language options from the drop-down. |
| Payment | Select some Payment options from the drop-down. |
| Shipping | Select some Shipping options from the drop-down. |
| Contact Roles | Select some Contact Roles from the drop-down. |