FAQ ID # 76
Last Update : 2015/08/20
Rating : Not Rated
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Question / Issue
How do I set a default Quote Description for all new quotes?

Answer / Solution

Quote Description default setting:

NOTE: You must have Agency Admin access to make this change.

  1. Go to the Gear menu and select Preferences.
  2. Click on the Agency option.
  3. Click on Quote Descriptions.
  4. In the Quote Descriptions box, click on Default next to the option you want defaulted.
  5. You will then see the highlight bar move to your selection.
  6. To close this screen, click on the Save button on the or bottom of the screen.

Related FAQs
How do I add Quote Descriptions to the program?
What is the Quote Description entry field used for?
How do I modify an existing Quote Description?

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Default Quote Description setting

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