How to Manage Defaults

Summary

Defaults are system wide defaults that you can set for your instance of SecurityTrax.

For many clients of SecurityTrax, their are fields that rarely change from customer to customer. With that in mind, we have built out a Defaults tool that allows you to set defaults on various data points throughout SecurityTrax. Currently you are able to set defaults in the following locations:

Customer
- Office Location
- Account Type
- Account Class
- Primary Language
- State
Customer Contacts
- Phone Type
- Primary Language
- Enhanced Verification
Customer Duplicate
- All Options that are available through our Duplicate Process.

Note: More options are currently being built. If you would like to request for a default option to be added to SecurityTrax, please provide that Feedback via the following Link.

Terms

Defaults

The tool in SecurityTrax where you can set defaults on fields throughout your site.

Default Option Locations

Customer

Any customer can be located via the Customers list or via search options that exist on the SecurityTrax header. The following options exist for customer.

Office Location
Account Type
Account Class
Primary Language
State

Customer Contacts

Contacts are located via the "Contacts" tab on a customer. The following default options exist for Contacts:

Phone Type
Primary Language
Enhanced Verification

Customer Duplicate

Any value that exists on the Customer Duplicate process can be set to a default state. If active, then this value will be copied over via the duplicate process. If inactive, then this value will not be copied over (unless manually adjusted) during the duplicate process.

Usage

View

While logged into SecurityTrax, select on your Company Name or the Hamburger icon in the upper-left header.
- Note: Once selected, the hamburger will change to .
Under Admin, select Company Settings.
Select Defaults in the System section.

Manage

While on the Defaults page, select the Edit icon on whichever section you wish to update.
You are now able to adjust any defaults you wish.
Once you have adjusted all desired fields select the Save Button.
- Note: Selecting the Cancel button prior to saving, will revert all fields to their state prior to selecting the Edit icon.

Permissions

The following permissions are related to the Defaults tool and are required in order to View/Modify this tool.

System Management Permissions
- Customer Contact Defaults
  - View/Modify
- Customer Duplicate Defaults
  - View/Modify
- Customer Information Defaults
  - View/Modify