a way to default the contact to client
We enter contacts all the time and primarily they are "Clients" however, if you skip the "type of client" it defaults to the top of the list which begins with A - Architect. Is there a way to set the default to be Client.
Most of our consultants when adding a contact ignore that field and ultimately everyone's an architect.
Hi there!
I’ve already made the change on your account so the Client record shows first, but you can reorder all of your Contact Types and Statuses just by going into the Contact Workflows tab in Settings and dragging and dropping the items on the list to where you’d like them to appear.
The first item on the list will be the default going forward, so Client is now your default selected Type.
Hope this helps!
Brad
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JobNimbus Support
(855) 964-6287 x705