Aurea CRM web includes default values for various info areas.
If you have the necessary privileges, you can edit these default values yourself or define
new ones. For example, if most of your contact with customers is by e-mail, you can define
them as the default activity type.
Your administrator can define that the language you select when logging on is entered as a default value, for example in search masks or when adding texts.
Defining Default Values
To define default values, for example for activities:
- Click on
(Default Values) in the activity search.
- Define the default values.
- Click on
(Save) to save the default values. The Save
default values dialog box is displayed.
- Enable the Lock check box to save your default values
as read-only.
- Enable the Private check box to prevent other users
from accessing the default values (i.e. they only apply to you).
- Enter a Name and click on Save. The
default values are saved, and you are asked if you with to activate the defaults you
just saved.
- Click on Yes to automatically apply these values to new
activities.
Note: Default values must be saved under unique names. If you save two sets of default
values for different info areas under the same name, the default values are no longer
displayed correctly.
Resetting Default Values
To remove default values that have been defined:
- Click on (Default Values) in the search mask.
- Click on
(Reset).
- Confirm the prompt with Yes to continue working without
default values. The default values are reset to the standard settings.
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