Default values and how to make use of them

A default value is a value that displays in a field whenever a new record is added to a module or a new search is begun. Different sets of default values can be defined for different scenarios. Each set can include one or more Field+Value combinations.

Sets of default values are listed in the Defaults box:


The highlighted set of default values (Person Party in the image above) will load automatically. A different set of default values can be selected from the Defaults box as required (it will then load automatically whenever a new search is begun or a new record is added).

Sets of default values are managed (added, edited, selected and loaded) from the Edit tab of the Ribbon:

Edit tab

Note: Details about working with default values in a multi-language environment can be found here.