QB Issue Resolution:
“Do you guys get points for answering whether the answer is useful or not?”
Why yes, we do, when we click Helpful or Recommended. So far, though, we haven’t found an airline that accepts them as frequent flyer miles.
“I know what the fields are for, and I want them on the front page.”
You are Assigning the Label. That isn’t a Field like you see for Email, for example. You get to Rotate through Labels, for the Non-relational Fields.
“They stay there when I edit a client individually and reopen them later, so I know there’s a default schedule somewhere. Defaults are called “presets,””
You saved it for that Customer’s Default; there is no control over this as your own Global Default.
“because they are previously set to appear by default, but update when you change the layout on a one by one basis. I want them all changed by default so I don’t have to waste hours every month individually editing them to show the fields I want in the order I want them. So how about not telling me how to use my data and answer the actual question?”
When someone doesn’t Like the answer, that doesn’t mean it is the Wrong Answer.
Resolution for Issue 'How to customize the “New Customer” data entry screen to change the default presets? I want the “Other 1” the “Other 2” and the “Other 3” fields to appear permanently.' available: Yes (Solved).
Source: Intuit Community forum.
How to customize the “New Customer” data entry screen to change the default presets? I want the “Other 1” the “Other 2” and the “Other 3” fields to appear permanently.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customer
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