Setting default Sales Rep & Project Managers for all new records

The Sales Rep and Project Manager fields can be set to  default values. 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 values.

  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 General Profile area to set the default values for the Sales Rep and Project Manager fields

In the image above, Allison Honeycutt has been set to be the default Sales Rep, and Greg Johnson has been set to be the default Project Manager.

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