Setting up a default staff member

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You can set up a default staff member so that all clients subsequently added from this computer will automatically be assigned to this staff member. Of course, you can override the assignment on a client-by-client basis. To do so, select File > New Client (for new clients) or File > Client Properties (for existing clients).

  1. From the Setup menu, choose User Preferences.
  2. In the My Settings tab, select a default staff member from the drop-down list for the Staff field.
  3. Click OK.

Note: Staff information is entered in Setup > Office Configuration > Staff tab.

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