1. Select Tools, Options from the menu bar.
  2. Select the Records tab.
  3. Select the appropriate record type from the list on the left, and select the default set in the Default set to use drop-down menu.
  4. To have the fields load automatically when creating a new record, mark the Automatically load when creating new records checkbox.



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If the default still does not load after taking the steps above, take the steps below:

  1. Open the record and select [Record Type], Load Defaults from...
  2. In the Saved defaults sets box, select the default set to load. 
  3. Mark the Automatically load field defaults checkbox.
  4. Click OK.
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