Setting Up Your Office > People > New Entries Preferences

People - New Entries Preferences

To set your preferences for new People records, or new communication and address entries, select Office > Preferences, and click New Entries under the People heading.

Complete the fields by entering text into the textboxes or selecting the checkboxes to specify the default settings in this view:

Firm Member(s) — Click the Select People button to display the Firm Members list
Group Assignment — Click the Select People button to display the Select People list
Salutation — Enter a salutation
A Country Code and Area Code assigned by default in new phone and fax numbers entered via the Communication Details dialog box
Check or uncheck whether the Country Code and Area Code are displayed for all phone and fax numbers.
City, State/Province, and Country assigned by default in new addresses entered via the Address Details dialog box
Check or uncheck whether to automatically abbreviate addresses entered via the Contact QuickEdit section or blank new row, or via in-place editing of an address row.
Check or uncheck whether you want new Contacts automatically flagged for exchange by the Google Calendar & Contacts Link. For more information, see Outlook/Exchange - Contacts & Calendar Link setup.