It would be great to be able to setup a record template when creating new constituent in BBOX

Lars Carlson

When adding a new constituent, we have many fields that are required. Many of them have the same info needed for all BBOX new constituents. Therefore it would be great to be able to establish some "defaults" in BBOX that we could apply to all new constituent records when they are created in BBOX during the download transaction process. That would save a lot of time for us!

Matthew Garbarino

Hi Lars. You should be able to accomplish what you are looking for with "default sets".



Take a look at this post for more information:



Default sets

Lars Carlson

Matt, once a Default Set is setup, is there a way to go back in and edit it? I can't seem to figure out how to do that.

Lars Carlson

Matt Garbarino:
Hi Lars. You should be able to accomplish what you are looking for with "default sets".



Take a look at this post for more information:



Default sets

Matt, can you edit a default set once it's set up? If so how to do you do that?

Matthew Garbarino

Hi Lars, sorry for missing this post. I'm far from an RE expert - but looking at the RE help docs I found this:



-Open a constit record


-Open the "Constituent" menu, then "Load defaults from..."


-Select the default set you want to edit then click "Open"



For more details, check the RE help topics using the RE help menu and search for "default set".