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Categories CRM App
Created by Guest
Created on Sep 26, 2019

Configure Default Document Group for Users

A customer would find it handy to have an option within the user settings section to select a default document group. For example if you worked in Sales, whenever you went to use one of the Word/Excel templates it would default to the Sales Document Group rather than have to choose from the drop down.

Or, we could just remember the last selection and default to the last selection when opening this window. Generally, users will choose from the same group

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