Policy Screen Defaults

[Matthew Udovich]

I am drawing a blank, is there a way to get new policy screens to default to Direct Bill for all users of TAM?

[Andrew Carrick]

No I think it can only be done on a per-user basis.

[Matthew Udovich]

Thanks for the reply Andrew, I think my egg is cracked over here, where do I change the default then for the users? Or does it just follow what ever they set up for the last one?

[Andrew Carrick]

Get the user to right-click on any policy line and choose Screen Defaults. This opens what looks like a blank billing screen. Set the defaults here and TAM remembers them for next time one is added. Then go fry the egg 

[Hans Manhave]

Then, after you have done one user, you can see if copying the wtsetup.ini file from c:\wintam will save that setting (plus all other settings such as customer & policy listing fields) for the next user.  Maybe you could do this by remotely copying it in their user folders.  I do this with the listing settings, but have not checked if other defaults carry over.

[Andrew Carrick]

That sounds feasible but I wouldn't recommend it myself as it will presumably copy other settings over and the users might not be happy to lose certain screen layouts, columns, etc. that they've already set.

[Matthew Udovich]

Eggselent  , thanks a bunch for the help!!