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Default Tax Item when creating a new customer record
Hi team,
I would like to set a default "Tax item" under the financial tab when a user creates a new customer record. I am able to set this for terms. However, I cannot see a native way for "Tax Item".
Can this be achieved through a native selection? or do I need to create a workflow?
Any assistance would be much appreciated.
Thank you.
Regards,
Peter Li
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