How do I set up my default options? (Inquiry)
Set up default options for Inquiry to customize how account information is displayed and searched, helping you work more efficiently and consistently.
Default options allow you to define your preferred settings for viewing account records, transaction information, search results, and other inquiry functions. By configuring these preferences, you can reduce repetitive setup steps and focus on the information most relevant to your daily tasks.
What Happens When You Set Up Default Options?
When default options are configured:
Preferred inquiry settings are saved for future use.
Search and display preferences are applied automatically.
Frequently used information can be accessed more quickly.
Inquiry screens can be tailored to your workflow.
Consistency is improved when reviewing account records.
When Should You Set Up Default Options?
Set up default options when:
You regularly use Inquiry functions.
You want to customize how information is displayed.
Specific search criteria or filters are used frequently.
You want to reduce the need to reconfigure settings during each session.
Your role requires access to certain types of account information on a regular basis.
Before You Set Up Default Options
Consider the following:
The information you review most often
Preferred search and filtering criteria
Display settings that support your workflow
Organizational standards or reporting requirements
Any user-specific preferences that improve efficiency
Reviewing these preferences before configuring defaults helps ensure that Inquiry functions provide the information you need in the most useful format.
Note: Default options affect how information is displayed and accessed within Inquiry. They do not change account data, transaction records, or assessment information.
Your default tab is the first tab that you'll see when you launch Inquiry.
Do this...
1. Open Connect Property Improvements > Inquiry.
2. Click Options (F12).
3. Use the Default Tab drop-down list to select the Inquiry tab that you want to display first when you launch Inquiry.
4. Click Save (CTRL+S).
Your default tab is saved.
Setting my default account history definition, other notices definition, and payoff report definition
Clicking the Print button will use the information that displays on the tab to fill in and print a report definition. You can select which report definition will print when you print an account history, other notice, or payoff report.
Do this...
1. Open Connect Property Improvements > Inquiry.
2. Click Options (F12).
3. Select the default report definition.
4. Click Save (CTRL+S).
Your default report definitions are saved.
Selecting my default print option
When you click the Print button in Inquiry, the Print Options dialog box will display a list. You can assign the report that will be selected when the dialog box displays. That way when you click the Print button, all you need to do is press Enter to print the default report.
You can select a different report by clicking on another report or clicking the option to Print Screen.
Do this...
1. Open Connect Property Improvements > Inquiry.
2. Click Options (F12).
3. Select the default print option.
You can choose a report or use the option to Print Screen.
4. Click Save (CTRL+S).
Your default report print option is saved.
Choosing my default account status
Select the account status that will be displayed when you launch Inquiry. You can show active accounts, inactive accounts, or both active and inactive accounts.
Do this...
1. Open Connect Property Improvements > Inquiry.
2. Click Options (F12).
3. Select the default account status.
4. Click Save (CTRL+S).
Your default account status is saved.
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