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Default Sales Category per account

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7 votes

krasimira.georgieva shared this idea · Sep 7, 2022 · Report… · Admin →

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KATIE WESTAWAY commented · November 19, 2024 3:33 PM · Report

You can set a default category for cost, although all of these are different, yet sales are all the same and i cant set a default? This then takes ages to apply the category to them all instead of being able to click one button. Customer rules never work, so this option is major!

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Helen Ross commented · September 8, 2022 12:16 PM · Report

To be able to set a default category in Sales to apply to all sales

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