How to auto-fill Projects & Opportunities with information

You can pre-populate your Projects and/or Opportunities with information by following the steps below:

  • Select the Daylite menu > select Preferences > select Default Values
  • Select the appropriate icon for either Projects or Opportunities.
  • To enter a default value, checkmark the checkbox next to the options available and selection an option from the drop-down box.

Please note: All users can setup their own default values. In this example, you would be selecting your user account 'Me' from the list when selecting the default values.

Was this article helpful?


Thanks for your feedback


 please wait...
 

Still can't find what you're looking for?