Set New Account Defaults

After an event or campaign, new constituents tend to share biographical information. For example, everyone lives in the same city or state, or you want to assign the same defined field to all accounts. To speed up data entry, you can set defaults on the New Account screen for the current session or you can set them as the permanent default.

• To set defaults for the current session, enter the data you want to set as default for new accounts, and click Set as Quick Entry Default. Your quick entry defaults persist on all New Account pages during your current eTapestry session. When you log out of the application, the account defaults no longer apply.

• To set defaults that remain in place after your session, enter the data you want to set as default and click Set Permanent Defaults.

  To clear all permanent and temporary defaults, click Clear Defaults.