FAQ - Can I Set a Different Customer Default on Each Portal?


Defaults are a set of preselected options for use each time a new customer is created. These options are then applied each time a contact is created for that customer or a quote/order is placed for them. Multiple customer default profiles can be created.


When configuring a portal, there is a field for selecting a 'New Customer Defaults' option. Each portal can use a different customer default profile.

Note: These defaults will only be applied when a new customer is registered on a portal.


For more infomation on setting customer defaults, see Customer - Defaults.

For more information on settings up a portal with defaults, see Online Configuration - Portals.