Default Values Listing Help

The Default Values Listing is a listing of your company's default values for items such as fees.

You can edit these options from this location.

Refresh Listing -  Click on "Refresh" at the top right of the list next to "Functions".

Add New Option -  Click on "Add New" at the top right of the list next to "Functions". The Add Option area will appear below the Option Listing. Select the type of otpion you are adding, the display value and the value. Click "Save" just below the Add Option area to save the new option. To cancel the new option just click "Close".

Filter Listing - Just type in the criteria you wish to filter by next to "Filter" at the top left. To the right of the filter there is a drop down list to filter by "Type" (ie. Area of Operation, Custom Fees, Case Classification, Case Update Template

Edit Option - Click on any part of option you wish to edit. The edit box will apoear beneath the Options Listing. Make the changes you wish to make to the entry and click "Save" just under the edit area.

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