When a new company record is created in the CRM record maintenance program, certain fields can be automatically populated up by adding the information to the relevant fields on the default company record. You will be able to amend any of the information that is defaulted in to reflect individual company record needs.
Thought should also be given to the philosophy behind default values. If one is present and it is valid on file but not correct in this particular instance, then will the operator be inclined to check and alter it, or just return through it, accepting the default without question. To counter this potential hazard, some system managers set up invalid defaults.
This form is displayed when you select the Company record default option from the CRM default records menu.
You can return through any fields which should not be defaulted and enter the default data where appropriate.
Tip: There are probably only two fields where defaults might be required and those are the (Sales ledger) Account code and the Account manager. In this form there is no look-up or validation against the alternative data files in which any codes might be held, so the input should be double-checked to make sure that it is valid.
The form and its buttons function as a standard Autoline gedit form more details on how these work is included in the Introducing the editors link in related topics
Record Maintenance
