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Client, Set Default
Only System Administrators can create default clients that are system wide. However, all users except view-only users can create their own personal default client for their use (see information at bottom of this topic).
For a System Administrator to set system-wide defaults for Default Client:
1. Select File>System Preferences. The Update System Preferences window appears.
2. Click the User Settings tab.
3. Click the Down Arrow button beside the Default Client field. The Browse Clients window appears. Click and highlight the desired client from the Browse Clients window and then click the Select button. The client name will appear in the Default Client field.
4. Click the Apply to Existing Users button to replace all the default clients set for each user.
Other than view-only users, individual users may create their own personal default client for bookings as follows:
1. Select File>User Preferences from the main menu. The Update User Preferences window will appear.
2. On the Default Entries tab, click the Down Arrow button beside the Default Client field. The Browse Clients window appears. Click and highlight the desired client from the Browse Clients window and then click the Select button. The client name will appear in the Default Client field.
3. Click the OK button.
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