MaxedIT
Level 1

Transactions

Hi Adrian_A,

 

I have the same issue. I am importing multiple customers and the Name field in the file always appears in the 'Display As' field, instead of the Company Name. The 'work around' you describe is exactly what we are doing, so is not a fix. 

Is there a way to change the default 'Display As' field for new records?

Any other suggestions

 

Many Thanks


Roger