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Setting a default Find screen

You can specify the Find screen that appears at the beginning of a session. The system remembers your last Find, until you change it. For example, you could set your default Find screen to be Company. However, if you search by Person, the next time you press Find, the Person Find screen is displayed.

  1. From My CRM | Preferences, click Change.
  2. Select a default Find screen from My default Find screen.
  3. Click Save.

See Also:

Changing preferences

 

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