Users would like to streamline the process of adding new constituents by having the primary addressee/salutation auto-populate on the record. This Knowledgebase details the steps needed to add this information.
1. Create a Default Set 2. Highlight addressee/salutation and select a primary addressee and primary salutation 3. Save the default set 4. Load the default set when adding new constituents by going to Constituent > Load Defaults From from the menu bar of a new record