Default Settings – Quotes Valid Until

The Quotes Valid Until field can be set to have a default value.  Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default value.

  1. Login to Mothernode
  2. Go to the Administration tab
  3. Locate and click the System Defaults menu option
  4. Within the Profile tab, locate the Quotes area to set the default value for the Quotes Valid Until field
  5.  Click Save to finalize changes

In the image above, we see that the default for the Quotes field has been set to 30 (days).

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