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.

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