You can set up default entries in the Address Book; Opportunities; and Customer Service pages. When you create new entries; fields specified in the default entry are already filled in for you. For example; if you know all your Address Book entries will have the same city and state; you can specify these fields in the default Address Book entry.
Default entries are user-specific; so each user in the Address Book can have a different set of default entries.
- Select Edit - Default Entry.
- Select the fields you want to set as default values and enter the values in those fields.
- Click Add Field(s) to browse and select more fields. To remove a field; simply click the X mark.
- Click Save.
- You can now edit the Default Entry for many users at a time by going to Administration - Settings.
- Select the module you like to edit and click on Default entries.
- You can create a new default entry by clicking on Create Default Entry.
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- Select the user(s) and click OK.
-and/or-
- Edit one or more entries, by selecting the entries you like to edit and clicking on Edit.