Customer Settings:
Turn on SMS by default: Enables SMS for each customer by default.
Enable Multiple Contacts on Customers: Allows you to have one umbrella Customer, with several points of contact within it the larger Customer record. For example if you are working with a company with several locations/store owners, you can add each one to that same company's Customer Record.
List for tracking Referred By: Lets you edit the referral source options when you create a new Customer Record. If you want to track referrals by existing customers, just enter "Customer" as one of the options and a drop down will appear when you are adding referral sources for new customers.
Always Send Portal Invitations to new customers: This will send Customer Portal invitations to all New Customers that are created in your account.
Secure customer portal with password if portal user exists: If a portal user is created for a customer, they will be prompted to create a password or you can set a password for them on the customer detail page
Disable Privacy page in Customer Portal: Turns off the privacy page in the customer portal
Show Estimate Name in Customer Portal: Shows the custom estimate name added to the estimate in the portal
Show Invoice Name in Customer Portal: Shows the custom invoice name added to the invoice in the portal
Maintain custom names between Tickets, Estimates, and Invoices: Custom names on any derivation of tickets estimates or invoices will automatically carry over their names from one another.
any derivation of tickets estimates or invoices from one another will carry over their names automatically.
Enable the Prepay Hours tracking feature: Allows you to sell and apply pre-payed or block hours to a Customer. Refer to this article to learn more.
Enable a Wiki Page link for each customer: This enables the wiki feature for all customers. You can read more about that in this article.
Disable the address autocomplete: Will disable the auto complete for addresses.
Optionally, require these fields when creating a Customer: Sets requirements for certain info fields when you create a Customer:
* Note: If you have SMS enabled by default, and do not require either a phone number or a mobile number, mobile number will appear automatically in the new customer screen.