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How to Display Default Bank Account in Customer Record

edited Mar 31, 2023 11:47AM in Ask A Guru 5 comments

Hi there,

In my customer entry form, I've noticed a field labelled 'Default Bank Account', which is selected to be displayed, however, it doesn't actually show in the form. Would anyone know why this would be the case?

For a broader business case, I'm trying to set a default bank account per customer to populate to help out my treasury team. Hoping that this field will help me achieve this.

Thanks,

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