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Default Tax Item when creating a new customer record

edited Jul 1, 2021 7:45PM in Ask A Guru 6 comments

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.


Peter Li

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