Screen Defaults

Default settings for the Customer and Prospect Detail screens are established on a per-user basis. For example, if a certain user always services Personal Lines clients, or always assigns clients to a particular agency/branch/CSR, that user could save time by setting those fields to default appropriately.

1. From Home Base, click Clients & Files.
2. Select Customers or Prospects from the dropdown list.
3. From the Options menu, select Client Screen Defaults or Prospect Screen Defaults.
4. Fill out any of the fields that you would like to populate automatically when you add a customer or prospect. You will be able to override the defaults when filling out the detail screen. You can also revise the default settings at any time.
5. Click OK to revise the default settings, or Cancel to close the screen without saving changes.