Default Maintenance

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.

image\default_maintenance_shg.gif

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 image\blue_arrow.gif arrow to display the template information box.

 

To create a new template:

Click the New image\new_icon.gif 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 image\save_icon.gif 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 image\save_icon.gif button to save changes to the template.

 

 

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