User Field Default Configuration

This feature allows you to select items that default into various fields of different workflows for specific employees. For example, if you have a CSR who deals almost exclusively with new personal auto policies, you can set her default fields so that she has less information to enter when she adds a new policy.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click User Options > Field Defaults on the navigation panel.
3. In the Employee to edit field, enter the appropriate employee code, click the lookup button or click in Employee to edit field and press [Tab] to bring up the Employee to Edit screen .
   
   Note: If you are not an system administrator, the employees to edit may be restricted to your own login or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.
   1. In the search bar, make the appropriate selection in the first dropdown menu:
      • Lookup Code
      • Name
      • Department
      • Job Title
   2. Make a selection in the second dropdown menu:
      • Equals: If you choose equals, enter the complete lookup code, name, department, or title in the field provided.
      • Contains: If you choose contains, enter part of the lookup code, name, department, or title in the field provided.
   3. Click Find.
   4. Click on the correct employee in the list, and then click Finish.
4. You can do the following from here:
   
   • Copy Field Defaults to Other Users
     1. Do one of the following:
         
        • Click Actions > Copy Settings to on the options bar.
        • Click Actions > Copy Settings to on the menubar.

     2. In the employee list, click on the name of the employee to inherit the field default settings. To narrow the list of employees, use the search bar .
        1. make the appropriate selection in the first dropdown menu:
           • Lookup Code
           • Name
           • Department
           • Job Title
        2. Make a selection in the second dropdown menu:
           • Equals: If you choose equals, enter the complete lookup code, name, department, or title in the field provided.
           • Contains: If you choose contains, enter part of the lookup code, name, department, or title in the field provided.
        3. Click Find.
     3. Click on the name of the appropriate employee and click the down arrow to move the name into the Selected list. To select all of the employees in the list, click the double down arrow.

     Note: To choose more than one employee at a time (but not all of the employees in the list), use the [Ctrl] or [Shift] key as you click on employee names.

     4. Click Finish to save your changes.

     Click Cancel to exit the screen without copying any default field settings.

   • Edit User Field Defaults  
     1. In the list, click on the workflow for which you would like to enter field defaults, and then do one of the following:
        • Click the Edit button .
        • Press [Enter] on your keyboard.
        • Double click the workflow.
     2. A popup window displays, enabling you to edit the workflow defaults. Fields on the screen vary, depending on the workflow you selected.
     3. Click Finish once you have made your selections, or Cancel to close the window without applying changes.