You can set up default entries in the Contact List, Leads, Accounts, and Client 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 Contact List entries will have the same city and state, you can specify these fields in the default Contact List entry.
Default entries are user-specific, so each user in the Contact List 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 to save the changes.
You can also edit the Default Entry for many users at a time by going to Administration > Settings [select the Module] > Default Entries.
- Select the Users whose Default Entries you want to modify by putting a check next to their name:
- From the Global Edit window choose the fields you want to automatically populate. Under Rule choose from the options: Add when empty, Append, Replace, Remove or Clear:
- Click the Add Another button to add another field that you want to modify:
- Click OK from the Global Edit pop up window that indicates the number of records you are about to edit.
- Click the View Global Edit Results button to see those changes: