Topic
If you have specific details that need to be included for a specific customer or a specific group of customers you can update their default document theme.
Instructions
Note: Two or more document themes need to existing to be able to change this default. To create a new Document Theme, see here: Creating a new Document Theme
- Navigate to the Customers page.
- Select for and select the Customer you wish to update.
- Select +Financial info, Delivery methods, Custom info, Fax, Audit to expand out the additional options.
- Update the Document Theme field to your chosen theme.
- Select Save
To update customers in Bulk to a specific Document theme, see here: Update Customer Details in Bulk
Additional information
See here for more info on customers: How to Create Customers on Tradify Web
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