How Do I Set Defaults for New Contacts?

See Also

 

The Preferences -Contact-Defaults screen is used to specify default settings for all new contacts. Use these preferences to set the default options and selections that display when a new contact record is created. You can set the defaults for address types, communication types, contact types and salutation types, as well as terms for any billing client. In addition, you can add custom check boxes to apply to all contact records.

 

You can also configure the default name format for new contacts. This controls how contact names display throughout the EngineerOffice system.

 

Do the following to set defaults for new contacts:

  1. Select Preferences from the master drop-down list.

  2. Open the Contact folder and click Defaults.

  3. Make a selection from the default type drop-down list. You can create new defaults for address types, communication types, contact types, custom check boxes, salutation types and terms. For further details, see the Contact -Defaults preferences.

  4. Enter text for the new default in the last row of the list and click Save.

  5. Click Formats in the Contacts folder. Configure the default contact name display format as instructed in Preferences -Contact-Formats.