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Set As Default Client View

This client views setting allows you to designate the client view as the default for all new client records. When you set a client view as default, the client desktop view for all future clients is set to that client view by default. A view must be set as the default client view.

When you select Set As Default Client View...

...The Client Desktop View for New client is assigned to that view by default.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals