Default Company List

The Default Company List represents a customized list of companies that you reference on a regular basis. This is a very useful feature when the number of Companies and Contacts stored in the Contact Directory becomes extensive. The Default Company List is displayed by default when you access the Contact Directory.

For example, an employee in the graphics department might create a Default Company List that consists of all their printing and design contacts, whereas an employee in the accounting department might create one that consists of tax and payroll contacts. Additionally, each of the users would probably include a few other companies that they might need to contact on a regular or semi-regular basis. In this way, each user can screen out the hundreds of other companies that would clutter up their screens whenever they access Contact Directory.

Edit Default Company List - 1st Method

1. From the Preferences drop-down field select User Preferences.
2. In the Navigation menu, under Contact Directory, select Display Type to open the Display Type form.
3. Click the Edit Default Company List link to open the Default Company List Management form.
4. Highlight the companies in the Not Selected column to add to the Default List, and then click the button. Highlight the companies in the Selected column to remove from the Default List, and then click the button. Use the CTRL key to select multiple companies.
5. Click the Done button.

Edit Default Company List - 2nd Method

1. From the Toolbar select Contacts.
   
2. Click the name of the Company you want to add/remove from the Default Company List.
   
3. To add a company to the Default Company List, in the top right frame click the Add to List button. Once a company is a member of the Default Company List, the Add to List button changes to Remove from List.
   
4. To remove a company, in the top right frame click the Remove from List button.

Note:  The Default Company List is not updated until you next view the Contact Directory.

Define Default Display Type

Display Type determines how names and addresses are displayed. The Default Company List determines which companies appear in the company select boxes throughout Synergy.

1. From the Preferences drop-down field select User Preferences.
   
2. In the Navigation menu, under Contact Directory, select Display Type to open the Display Type form.
   
3. Select the Display Type, and then click the Update button.
   

Field Definitions
Display Type:  display format for names and addresses.
Company List:  determines which companies appear in the company drop-down fields throughout Synergy. There are two options:
Show All Company Names lists all companies.
Use Default Company List lists those companies in your Default Company List. If you select this option, the More button appears next to the Company drop-down field. Clicking More allows you to select from the entire company list if required.
Default Company List:  allows you to customize the Default Company List. See the section on Default Company List for additional information.