These settings can be changed via Settings > System Defaults.

Click the "Clients" tab at the top left.

Your client default values will be used on client-relevant areas of the system.

"Heard About Us" Options: Populate the dropdown options for "How did you hear about us?" when creating clients. These values are only defaults, so you can still enter a custom option when creating a client.

Automatically send requests: By ticking this option, when creating new clients, you can automatically send them an email to connect with your company via Client Connect. (This will only work if the client has an email address).

Did this answer your question?