We have a requirement to regularly import customers and then invoices from another database system
I have the csv files fine tuned and the customers import OK. However the 'Display As' field in the customer record defaults to the Contact Name i.e. 'Fred Bloggs' instead of the Company i.e. 'F Bloggs Ltd', which I would of thought would be infinitely more sensible. As a result the invoice import cannot find a corresponding customer. We have to manually go into every imported customer (can be up to 100 at a time) and change the 'Display As' to the company. The invoice import the goes through OK. Can this be changed? Is there an quick way to change the 'display as' default?