Task Setting

SOLVED

Is there a way to change the default setting for Task so that "General" appears automatically instead of "None"? 

  • +1
    verified answer

    Hello  , and welcome to the Community Hub.

    My answer is "well, sort of." Wink

    There isn't really a way to set a default so that General is ALWAYS filled in for you. The default is blank, as you are experiencing.

    But there is a way to set your preferences to copy General to the next slip and that can effectively get you what you want. You will find the setting (from the topmost menus) under Setup, Preferences. Here is a screenshot of the setting once you get there. Click on the image if it is too small to see the details. 

    Once you set it to copy from the previous slip, it should never be blank again for a new slip. It might not have General if the slip it is copying from was not set as General. But once you change it to General, save that slip and then create a new one, then General should become the copied "default."

    Hope this helps.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]