How to auto-fill Projects & Opportunities with information

You can pre-populate your Projects and/or Opportunities with information by following the steps below:

• Select the Daylite menu > select Preferences > select Default Values
• Select the appropriate icon for either Projects or Opportunities.
• To enter a default value, checkmark the checkbox next to the options available and select an option from the drop-down box.

All users can set up their own default values. In this example, you would be selecting your user account 'Me' from the list when selecting the default values.