Default Values

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:

  1. Click on (Default Values) in the activity search.
  2. Define the default values.
  3. 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).
  4. 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.
  5. 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.

Applying Default Values

To apply a previously defined set of default values:

  1. Click on (Default Values) in the search mask.
  2. Click on (Load) in the Default Value dialog box. The Load default values dialog box is displayed.
  3. Select the set of default values from the list and click on Load.
  4. Click on (Apply) to use the default values automatically in future when adding new records.

Resetting Default Values

To remove default values that have been defined:

  1. Click on (Default Values) in the search mask.
  2. Click on (Reset).
  3. Confirm the prompt with Yes to continue working without default values. The default values are reset to the standard settings.