Default Values when Adding Records

To prevent errors when inputting data, it is possible to predefine default values. Default values are automatically entered in the corresponding fields when a new record is added.

Note: Defaults defined in the access rights take precedence over the defaults defined in the Aurea CRM win main module under View > Default Values, see Defining Default Values in the Aurea CRM win User Manual.

To define default values:

  1. Switch to the Rights info area.
  2. Click in the Create Default cell of the desired info area.

    A list of all fields in the selected info area is displayed.

  3. Enter default values in the desired fields.
  4. Click (Save).
Note: If the default value should be mandatory, you need to enable the Deny New and Deny Update check boxes for that field in the info area. Otherwise the user can overwrite the default values, see Defining Rights at the Field Level.