Set Default Data


Default data is information that is automatically loaded into a form the first time it is used in a report.  It can be useful for changing the headings on addenda forms or adding terms to your invoice forms. To use default form data:

  1. In the Forms PowerView, open the form you need and make adjustments to the formatting in any fields that require it.
  2. Click the Form menu and choose Default field data. You then have 3 options:
    • Save data as new default – This saves the data currently in the form as that form’s default to preload on all new files.
    • Load default data - This merges the default data with the current information in the report.
    • Restore standard default data – This resets the default data with the original information that shipped with WinTOTAL.