I am drawing a blank, is there a way to get new policy screens to default to Direct Bill for all users of TAM? ??? ???
No I think it can only be done on a per-user basis.
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? :-[
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 :D
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.
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.
Eggselent :D, thanks a bunch for the help!! :)