Set Details of List Attributes as Default

Use the Attributes submodule to set details of list attributes as default.

To use the Attributes submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To set a detail of a list attribute as default:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the list attribute detail that you want to set as default.
  3. In the left pane of the Settings screen, click CRM Setup > Attributes.
  4. Highlight the list attribute with the detail that you want to set as default and on the grid toolbar, click .
  5. In the Detail pane, highlight the detail that you want to set as default and select the Default value check box.
  6. If you want to remove the detail as default, unselect the Default value check box.