Have customer account information automatically show up in jobs

Question

How do I fix information in a customer account so certain things (salesperson and account number) automatically show up? I feel like it does it for some of my repeat customers but not others!

Answer

What you're seeing is that the Salesperson, and maybe some other fields aren't filled in on every account. Here's how to change it:

1. Go to Account->View Accounts
2. Click on the name of an account and choose View Account....
3. In the Account Info section, click the button that says Edit Account...
4. Pick the salesperson for the account, and if you have other custom Account fields, you can choose those too.
5. You probably want to check the box for Create separate address for jobs..., this will ensure that you don't accidentally confuse the account address with the job address.
6. You may want to choose a default Job Template if you have multiple templates.

Now, for any new job you create, the Salesperson will be selected. If you're showing other Account fields in your job forms or views, those should show up correctly as well.