Default Descriptions

Under Default descriptions, you can view and edit the text that appears (by default) in an account’s Description field when creating accounts.

For example, if you designate Account Code Segment, <Space>, <Hyphen>, <Space>, Department Code Long Description as default field names, the default description on a new account record may look like this: Salaries - Executive Office. Salaries is the account code segment, followed by a space, hyphen, and a space, then the long description Executive Office.

Note: You can designate the number of characters available for each field, but the maximum number of characters for the entire default description is 60.

  1. Under Default descriptions, select Edit.

  2. Under Field name, select Add a field or Add another field, and select field names to use as default descriptions when new accounts are created.

  3. Under Length, enter a length for each field name.

    Tip: To restore original default descriptions prior to any changes you made, select Restore defaults.

  4. Once you define default descriptions, you can remove them at any time. Next to a field name, select Remove .

  5. After you work with the descriptions, select Save.

Under Default descriptions, to update all account descriptions, select Update all accounts, then select Update.