Change My Default Information

You use the Default Information dialog box to add or change information that customizes several aspects of working with the system, including:

Note: Depending on the rights assigned to you by your system administrator, you may not have access to this dialog box.

To add or change your default information:

  1. From the tool bar, click Profile and select Default Information.

  2. In the Default Information dialog box, edit the following fields as needed:

  3. Default Insert Site - The site from which you most often insert  records. Click Select Value to select from a list of sites.

When you insert a record, if the Site field is not determined by some other relationship, the system enters this site in the field. Similarly, if an Organization field is not determined by some other relationship, the system will enter the Organization owning this site in the field.

Even if you select this check box, you can always clear the filter when you are in an application and view records for all the sites you have been given access to.

You can enter a value for the storeroom site only, but if you specify a default storeroom, you must also specify the storeroom site.

  1. Click OK.