Use default values to reduce some of the manual data registration associated with creating new records, especially if the records to be created are somewhat consistent, that is, resembling each other in many aspects and differing only in a few aspects.

If you create business relations that share many common characteristics—all may be from the same customer group, speak the same language, use the same currency, and so on—you can define the common characteristics in the relevant fields in the Parameters form.

The next time you create a business relation, the specified default values will automatically be inserted.

1. Select the relevant tab (General, Quotation, Campaigns or Activities).
   
2. Select the desired default value from the drop-down lists in the relevant field.
   

All defined default values can be subsequently adjusted for the new record when the record (business relation, campaign, activity and/or quotation) has been created.

You can also set default values for the follow-up activities which are created in conjunction with a telemarketing initiative or the expiration of a campaign or quotation.

Furthermore, you can define the default length of a campaign and when a follow-up activity is to be created for the campaign or quotation in question.

Note
You can specify quotation defaults in more detail on the General tab in the form.