Set Up a Default File

You can create default files for different types of entries. When you add a new file, the Full access, Read access, and Category fields are automatically set to the values in your default file.

Default files are specific to the current user and module.You can set up default files in the Contact List, Accounts, Campaigns, and Client Service pages.

1. Select Edit Default File.

   

   • The Default File dialog box opens.
2. Select a user or group for the Full access and Read access fields, and select a Category.

   

3. Click OK to save.