How to modify your default customer type in Striven

Use these steps to navigate to your CRM settings and update the Default Customer Type. The same basic steps can also be used to update your Default Vendor Type.

Striven

  1. 1. Type "CRM Settings" into the Striven Search bar

    The Striven Search bar is always in the center-top portion of Striven, no matter what page you are on.

    Type "CRM Settings" into the Striven Search bar

  2. 2. Click on CRM Settings in the search results to navigate to the proper settings page

    Click on CRM Settings in the search results to navigate to the proper settings page

  3. 3. Click on "Customer Creation Layout"

    Or, if you want to modify you default Vendor type, click on "Vendor Creation Layout" instead.

    Click on "Customer Creation Layout"

  4. 4. Select "Individual" or "Business" by clicking the radio button beside the option you want

    For more information on the difference between these two, see the following explainer post from the Striven Community.
    https://community.striven.com/t/consumer-account-explained/403

    Select "Individual" or "Business" by clicking the radio button beside the option you want

Striven

  1. 5. Click the Close button once you have made your selection

    Click the Close button once you have made your selection

  2. 6. Click on the Save button

    Scroll down, it's at the bottom of this settings page.

    Click on the Save button