Filter Accounts Module View

[kathyi]

Hi

Is it possible to conifgure the accounts module so that the type is set to customer as a default when accessing this module? I want to filter out other account types initially and look for prospects, etc when I need to.

I'm a SugarCRM newbie. Thanks for your help.

[kbrill]

Hi

Is it possible to conifgure the accounts module so that the type is set to customer as a default when accessing this module? I want to filter out other account types initially and look for prospects, etc when I need to.

I'm a SugarCRM newbie. Thanks for your help.

If you select customer type it is sticky (I think) meaning that next time from then on customer will always be selected for you.

[kathyi]

thanks for the info