How to set the default customer ID

Customers, Knowledge Base | ID: 18709
  1. On the top ribbon, click the Customers module or press Alt+2.
  2. On the bottom ribbon, click Advanced Lookup or press F1.
  3. Search for the customer, and then click Select Customer or press F8.
  4. Click the Electronic tab. A list of IDs for this account will appear in the Alternate Customer IDs pane.
  5. Click Edit ID Data.
  6. In the Alternate ID Manager window, highlight the ID that is to be the default, and then click Set Default.
  7. Click F12 Finish or press F12.

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Printed on: 6/27/19