How to modify your default Customer/Vendor type in CRM settings

How To Customizations
1

How to modify your default customer type in Striven

Use these steps to navigate to your CRM settings and update the Default Customer Type. The same basic steps can also be used to update your Default Vendor Type.

Date: August 29, 2022
Author: Brian Rutledge
Source: Tango

1. Type "CRM Settings" into the Striven Search bar

The Striven Search bar is always in the center-top portion of Striven, no matter what page you are on.

Type "CRM Settings" into the Striven Search bar
Type "CRM Settings" into the Striven Search bar1200Ɨ601 132 KB

2. Click on CRM Settings in the search results to navigate to the proper settings page

Click on CRM Settings in the search results to navigate to the proper settings page
Click on CRM Settings in the search results to navigate to the proper settings page1200Ɨ412 124 KB

3. Click on "Customer Creation Layout"

Or, if you want to modify you default Vendor type, click on "Vendor Creation Layout" instead.

Click on "Customer Creation Layout"
Click on "Customer Creation Layout"1200Ɨ601 156 KB

4. Select "Individual" or "Business" by clicking the radio button beside the option you want

For more information on the difference between these two, see the following explainer post from the Striven Community.
https://community.striven.com/t/consumer-account-explained/403

Select "Individual" or "Business" by clicking the radio button beside the option you want
Select "Individual" or "Business" by clicking the radio button beside the option you want1200Ɨ601 175 KB

5. Click the Close button once you have made your selection

Click the Close button once you have made your selection
Click the Close button once you have made your selection1200Ɨ601 176 KB

6. Click on the Save button

Scroll down, it's at the bottom of this settings page.

Click on the Save button
Click on the Save button1200Ɨ601 81.3 KB
This workflow was created with Tango.
1 Like