User/Location Settings - Default Companies

User/Location Settings - Default Companies

Note: if you see any setting in the User/Location Settings dialog that has this toggle visible to the right:



Then this setting is set up as a global preference, and CANNOT be modified by individual users in the User/Location Settings. Please have your Administrator edit this setting in Setup Global Preferences within Profile Manager as needed.By default, when editing an asset, the drop-down lists will be populated with items from the list that corresponds to the company that owns the asset. For example, if you edit an asset from 'ABC COMPANY' and select the 'Type' field from a drop-down, then this drop-down will show you only Types set up for the 'ABC COMPANY.' In the case of add/edit lists, often it is possible to set up a 'default company' for certain lists. This allows you to use one company as the 'parent' for important lists but shares these lists automatically with all companies when a user is editing. These default company settings are user-specific and are set up on this 'Default Companies' tab.

Note: exceptions can be made for certain default company scenarios. See System Preferences - Variables...Add/Edit Special Global Variables button...Default Company Exceptions. |