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On the Case Defaults page, administrators can set the following default settings for the case:
●Quick code configuration
●Timeline date
For more information about administering quick codes, see Work with quick codes.
For more information about administering the Timeline feature, see Timeline administration.
To set the following... |
Do this... |
Quick code list for the case |
On the Case Home page, under Case Setup, click Case Defaults. In the Quick code configuration list, select a quick code list. |
Timeline for the case |
On the Case Home page, under Case Setup, click Case Setup section. In the Timeline date list, select a date. The default setting is Document Date. |
