Contact Defaults
In the setup screens you can define contact defaults, including:
- The status for new customers
- The price list applied to new customers
- Default credit terms
- Default credit limit
- The service level for new customers
Go to Setup > Contacts > Contact defaults.
Search Options
You can also control how contact searches are carried out to make them more general (loose) or closely matched to speed up the retrieval of results.
You can change your search settings at Setup > Contacts > Search options:
- Contacts Search Mode - Select Match All to search and display results which include the search term somewhere within the name, select Match Complete for faster and more relevant results.
- Settings for "match" complete" - Select Loose to match any search terms or Strict to match all search terms.
