Account Defaults
Overview
Using Account Defaults, you can
specify the default criteria for account searching and establish your preference for including short name information in the accounts, clients, and group display and data grids.
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Using Account Defaults
NOTE: You can click the Cancel without making changes link at any time to close the pop-up and disregard any selections or changes you made on the screen.
- Select Settings > Account Defaults. The Account Defaults screen displays.
- Use the radio buttons in the Account Search/Lookup Options section of the screen to establish the default criteria for account searching and the columns that display on its screen; the choices are Account # or Primary Account Owner (the default setting), Account # or Custom Short Name, and Account # or FBSI Short Name. NOTE: Making this selection is mandatory.
- Use the checkboxes in the Account Display Options section of the screen to select one or both of the two available selections, Custom Short Name and FBSI Short Name, as additional columns in the accounts, clients, and group display and various data grids.
Then, you can use these columns as criteria when managing this information.
- By selecting the Disable the All Accounts view checkbox, you remove the All Accounts (N) option from the account search screen. If you have a large number of accounts, making this choice may improve the performance of your account searches. NOTE: You must log out and then log back into WealthCentral for this setting to take effect.
- Click the Save button to implement your settings.
- A confirmation message screen displays to notify you that Changes to Account Defaults have been saved successfully. Click the OK button to close the confirmation screen and the Account Defaults screen.
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