When you create a new Party record like a Customer, Vendor, Prospect etc. The default Record Type that is used is Organization , which is OK if you are always working with companies. But if you are working with people as your main account, then every time you create the record, you need to change the Record Type to Person . This soon becomes a little annoying.
Rather than torture yourself, just change the default Record Type for those Parties to Person and life will be good again.
How To Do...(read more)![]()
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