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Is it possible to set defaults for tracking by folder within Datamolino?
Is it possible to set defaults for tracking by folder within Datamolino?
Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over a week ago

Yes, it is possible!

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

..and then click here:

  • Mass edit - updates coding for all existing contacts.

  • Default settings - updates coding for all new contacts created in future.
    โ€‹

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
    โ€‹

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