Datamolino

You can preset a default tracking category on a PER FOLDER basis inside 'Supplier Automation':

<a href="http://helpdesk.datamolino.com/en/articles/3692547-3-08-mass-edit-settings-for-xero-contacts">Mass edit </a>- updates coding for all existing contacts.

- <a href="http://helpdesk.datamolino.com/en/articles/3692547-3-08-mass-edit-settings-for-xero-contacts">Mass edit </a>- updates coding for all existing contacts.

<a href="http://helpdesk.datamolino.com/en/articles/3702267-3-09-default-settings-for-xero-contacts">Default settings</a> - updates coding for all new contacts created in future.

- <a href="http://helpdesk.datamolino.com/en/articles/3702267-3-09-default-settings-for-xero-contacts">Default settings</a> - updates coding for all new contacts created in future.

In addition to the tracking category, you can choose defaults for:

- Export destination
- Approval Status
- Ledger Account
- Tax code
- Tax export settings
- Due date
- Currency
- View detail

Is it possible to set defaults for tracking by folder within Datamolino?

Find answers and get help from Intercom Support and Community Experts

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