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Setting a Default Country

You may now specify a default country that is displayed in the country drop-down field when adding a new individual or organization within CRM. This will be system option controlled by the DefaultCountry system option. By default, this system option will be set to the United States.

To set the default country, complete the following steps:

Note: You must have rights that allow you to modify system options to proceed with these steps.

1. Expand the Module Menu and click the CRM hyperlink to open the CRM module.
2. Expand the CRM System Options child form located on the CRM Overview page.

3. Click the GoTo arrow next to the DefaultCountry system option. This will open the system option profile page.

4. Click the Edit button.

5. Expand the System Option Value drop-down menu and select the country you wish to serve as the default country for this entity.

6. Click the Save button. The country for the entity has now been set to the country chosen above.