Tutorials

People Profile Tools

The ‘Tools’ menu option opens a form where the default values for new records can be set. The default data will appear in each newly created company record (described below).



 

Tools – Set People Profile Defaults

Default values can be selected for each field on the ‘People Profile’. This reduces the need to re-enter data. For example, if most of the people live in the same city and state, enter the name of the city and state on this form and it will appear in each new record that is created.

If a field should be empty when a new record is created, leave the ‘Blank’ option on the left side of the field name selected. To enter a default value, select the ‘Default Value’ option and enter the data that should appear in each new record.