To set defaults:

  1. In Records, click Constituents.
  2. Click Open a Constituent.
  3. Select the appropriate options.
  4. Search for and open a record.
  5. Close the record.
  6. The options selected in step 3 are saved.

To remove defaults:

  1. In Records, click Constituents.
  2. Click Open a Constituent.
  3. Select new options to save new defaults OR click New Search to reset the defaults.