The Defaults Maintenance screen displays any custom templates that you have created. Templates save time and data entry by pre-populating the registration pages with the default values defined in the template.
For example, a used car F&I manager can set the default Vehicle Status value to "Used" on all transactions created on his/her workstation, thus saving time.
Click on any of the toolbar buttons for an explanation of its function and purpose.
If the template details are not visible from the bottom of your screen, double-click the template or click the arrow to display the template information box.
To create a new template:
Click the New button from the toolbar.
Create a name for the template, and enter it in the Default Name field.
Move through the registration data-pages (Vehicle, Owner, Lien etc), and set any values you wish to appear by default.
Click the Save button to save the template in the database.
To modify an existing template:
Highlight the template name which you wish to modify.
Move through the registration data-pages (Vehicle, Owner, Lien etc), and set any values you wish to appear by default.
Click the Save button to save changes to the template.
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