How to Setup Defaults and Requirements

How to Setup Defaults and Requirements


How to Setup Defaults and Requirements

  1. Click the Gear icon

  1. Click "Account Administration" from the dropdown menu

  1. Navigate to the menu on the left of the screen and click "Defaults & requirements"

  1. You will be taken to the "Account defaults & requirements" page

  1. Navigate to the tab for which you would like to set defaults and/or requirements

  1. Click in the “New customer defaults” section

  1. Click on any of the dropdowns or toggle switches to set a default selection

  1. Once all defaults have been selected, click "Save"

  1. Click the “New customer requirements” section

  1. Use the toggle switches to indicate required fields

  1. Click "Save"

  1. Repeat Steps 6-11 to Finish Setting Up Defaults and Requirements for All Tabs

Alert! The Quote and Sale tabs allow you to choose your "New Quote/Sale Number". The number that is chosen will increment automatically as quotes are created


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