Enter Default Values for Other Attribute Data Types

Use Attributes in the CRM Setup submodule in the Settings module to enter default values for other attribute data types.

To use Attributes in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To enter a default value for the other attribute data types:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the attribute data type for which you want to enter a default value.
3. In the left pane of the Settings page, click CRM Setup > Attributes.
4. Highlight the attribute for which you want to enter a default value, and on the grid toolbar, click .
5. In the Detail pane, enter or select the default value for the corresponding data types:
   • Text: Enter a value in the Default Value field. The value could be words or phrases, whole numbers, decimal numbers, date, or time.
   • Integer: Enter a whole number in the Default Value field. If you enter a decimal number, WorkBook rounds it up.
   • Decimal: Enter a decimal number in the Default Value field. If you enter a whole number, WorkBook adds a decimal point and two zeroes to it.
   • Date: Select a default date from the calendar.
   • Time: Select a default time from the drop-down list.
   • Check Box: Select the check box to set the attribute as the default. If you select a check box, the default value field of the attribute displays True.