AutoRating.TurboRater.com

FAQ ID # 333
Last Update : 2015/09/14
Rating : Not Rated
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Question / Issue
How do I default a Contact Method?

Answer / Solution

There are two ways a Contact Method can be set as a default:

  1. A default can be set for all quotes created by anyone or
  2. A default can be set by individual users using a Quote Template

To create a default for all quotes created by anyone:

  1. Go to the Gear menu and select Preferences.
  2. Click on Agency.
  3. Under Contact Methods, click on Default next to the Contact Source name that you wish to be the default.
  4. Click on Save and then Close.


Related FAQs
How do I create a quote template (set my own default entry fields)?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=333

Tags
Default contact source

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