Using the Contacts module requires a shared contact folder. When using Contacts for the first time it is necessary to set this shared folder.
The Defaults window allows you to set up the preferred QRP (report format templates) that you would like to generate.
1. Open the Contacts module
2.
Select Maintenance Ø Defaults
The following window will be displayed
3. You may amend the entries in the pick lists by pressing the dropdown arrow.
4.
A message will be displayed
you must select a shared contact location before
you can enter contacts into the system.
5. Click OK to the message.
6. An explore window will open so that you can locate the folder across your network.
7. Select a folder and click on OK. This will open the Contacts Defaults
8. Double click the shared folder and the path will display in the Contacts defaults against Shared Contact Folder
9. Click on OK to confirm
10. Close the Contacts module