How do I set list defaults? : Support Help Center

How do I set list defaults? Print

Modified on: Sat, 11 Jun, 2022 at 12:25 PM

System administrators can set default list items to appear in the header details for each legal entity.

To set default list items:

Go to 'Settings'

Go to 'List Management' in the left panel

Select the 'Legal Entity' and the 'List' that you would like to choose a default for. Under List Item, choose the list item you would like to set as default and click 'Default'. If it is highlighted in green, the list has been chosen as the default.

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