You are here: Finding Information > Setting a Default Find Page

Setting a Default Find Page

You can specify the Find screen that you want to appear at the beginning of a session. However, note that the system "remembers" your last Find, until you change it. This means you can set your default Find screen to be Company. However, as soon as you search by Person, the next time you press Find, the person Find page is displayed.

To specify a default Find page:

From within My CRM | Preferences tab, select the Change action button.
Select the Find Screen you want to set as the default from the My Default Find Screen field, and select Save.

Go to Finding Information home page...