Some ERP systems will require a default model account when creating new customer accounts from Prospect CRM into the ERP system (e.g. DEAR Inventory). Some ERP systems' API require certain attributes to be set in the background, so using a model account ensures these attributes are all set correctly.
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Create Dummy Customer Account in ERP System
The first step is to create a dummy customer account within your ERP system. This can be called whatever you would like, but we'd recommend naming it "Model Account".
Step 2: Find Dummy Customer Account in Prospect CRM
Now that you've created the dummy customer account, wait for this to sync into Prospect CRM. Once synced, simply use the Global Search to locate the dummy customer account within the Sales Ledger section. In the screenshot below, you can see our dummy customer account, "Test Company".
Step 3: Mark Customer Account as Model
Open the dummy sales ledger, and select 'Yes' against the 'Is Template' option.
Step 4: Set Default Model Account
To set your model account as the default, head to System Settings in the navigation menu.
Once within the Settings Centre, search for "Default Model". Here, you'll find the 'Default Model Account' system option. Simply select your model account as the default from the drop-down.
You'll now be able to create new customer accounts using your model account!