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Preferences allow you to work the way you want to work. Global preferences are set by your system administrator. Field insert preferences can be set by the user.

Global Preferences#

Global preferences control the behavior of the system. They are set by your system administrator at installation time. Global preferences may be set for a site, a function, a user, a role or a person.

There are many System Preferences screen. Your system administrator should make you aware of their current setting.

Field Insert Preferences#

Field preferences let you default fields to the values that are most often keyed. This speeds up data entry and cuts down on errors.

There are two levels of field preferences - Site and User. Site level field preferences apply globally for all users. These are set by your system administrator. User level preferences are set by you and apply only to you.

To set a preference, go to the field you want to set a default for, key the value you want, right mouse click and click Preferences. The bottom of the submenu shows the existing User and Site preferences if any exist.

Click ‘Set Form’ or enter Ctrl+I to set the new preference.

Once a preference is set, when you add a record, the field automatically defaults to the value you chose. If you want to remove or change a preference, go to the field you want to change, key the new default value, right mouse click and click Preferences. Click ‘Set Form’ or enter Ctrl+I to set the new preference, or click ‘Remove’ or enter Ctrl+Shift+I to remove the existing preference.

If both the Site and the User preferences are set for a field, the User preference overrides the Site preference.