Setting General Record Preferences

Users with the Administrator role can set up general record preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Add Primary Contact to Bill To Address	Check this box to add the primary contact for each entity to its Bill To address.
Pre-Populate Contact Address	Check this box to automatically fill address fields with customer addresses for contacts created from a customer record.
Show Employees as Contacts	Check this box to create a contact record for each employee record. Warning: If you check this box, users with access to contact records can see changes to employee records in the audit trail.
Use Last Name First for Employees	Check this box to list employees by last name first for tax and payroll purposes.
Use Last Name First for Entities	Check this box to list all entities (including contacts, customers, partners, and vendors) by last name first for tax and payroll purposes. Note: This preference applies only to new individual entity records. You'll need to do a mass update for existing records.
Show Display Name with Item Codes	Check this box to display both item name and display code when an item is selected on transactions and records.
Default Customer Type	Choose whether new customers are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Lead Type	Choose whether new Leads are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Vendor Type	Choose whether new vendors are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Partner Type	Choose whether new partners are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Auto Name Customers	Check this box to have the Auto box on customer records checked by default. This fills in the Customer ID automatically with the first and last name you enter in the Name field.
Auto Inactivate Contacts with Customers	When a customer is made inactivate, automatically inactive their contacts.
Show Individuals as Contacts	Check this box to create a contact record for every individual-type customer record.
Preferred Subcustomer Form	Select the default form to use for new subcustomers.
Allow Subsidiary Hierarchy To Be Modified [Max: 30 Days]	Set how long authorized users can modify the subsidiary hierarchy. The maximum is 30 days.

Preference

Description

Add Primary Contact to Bill To Address

Check this box to add the primary contact for each entity to its Bill To address.

Pre-Populate Contact Address

Check this box to automatically fill address fields with customer addresses for contacts created from a customer record.

Show Employees as Contacts

Check this box to create a contact record for each employee record.

Warning:

If you check this box, users with access to contact records can see changes to employee records in the audit trail.

Use Last Name First for Employees

Check this box to list employees by last name first for tax and payroll purposes.

Use Last Name First for Entities

Check this box to list all entities (including contacts, customers, partners, and vendors) by last name first for tax and payroll purposes.

Note:

This preference applies only to new individual entity records. You'll need to do a mass update for existing records.

Show Display Name with Item Codes

Check this box to display both item name and display code when an item is selected on transactions and records.

Default Customer Type

Choose whether new customers are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Lead Type

Choose whether new Leads are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Vendor Type

Choose whether new vendors are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Partner Type

Choose whether new partners are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Auto Name Customers

Check this box to have the Auto box on customer records checked by default. This fills in the Customer ID automatically with the first and last name you enter in the Name field.

Auto Inactivate Contacts with Customers

When a customer is made inactivate, automatically inactive their contacts.

Show Individuals as Contacts

Check this box to create a contact record for every individual-type customer record.

Preferred Subcustomer Form

Select the default form to use for new subcustomers.

Allow Subsidiary Hierarchy To Be Modified [Max: 30 Days]

Set how long authorized users can modify the subsidiary hierarchy. The maximum is 30 days.

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