Defaults for screens in Prospects?

[Lance Bateman]

I'm wanting to grant a group rights to set their prospect screen defaults - and am not finding it in security manager.  Any suggestions?

Also - I notice if you try to set defaults for a prospect policy screen - you HAVE to select a policy type before you can move to anything else.  Any way around this?

[Andrew Carrick]

Looks like it's not in Sec Mgr, so presume it's given to all users by default.

I see what you meant about Prospect policies - not something we've ever looked at before, as there are so few fields on that screen.

I hope future TAM versions will allow for some fields to be made mandatory (over those already so).

[Lance Bateman]

Well, not given to all by default - currently some have it and some don't.  I haven't been able to find the difference yet (don't ask, I'm still trying to figure out how and why security manager was done the way it currently is set up).

Must be something that brings the ability to set defaults with it.