ProDon:Default Values
Contents
Introduction
Default values allow you to speed up high volume data entry.
There are three different types of default values in ProDon:
- Default values for transactions;
- Default values for clients;
- Default values for commitments (requires the "Prospecting and Commitments Module").
Default values allow you to configure data that will already be entered when adding new clients, new transactions or new commitments. The communication language "English" could be assigned each time a new client file is created. Another example of this would be if a virtually identical commitment must be entered for several different clients, it is possible to define the pieces of information that are common to all these commitments. More specifically, if all the commitments start and end on the same date, it is possible to ensure that ProDon remembers those dates, so you would not have to enter them each time.
Moreover, it is possible to establish a tab order for the addition file of a new transaction.
Configuring Default Values
Default Values for Transactions
Default Values for Clients
Default Values for Commitments
Configuring the Tab Order
Document name: ProDon:Default Values
