Action Chaining: Configuring Defaults

Modified on Sat, 03 Jun 2023 at 02:07 PM

Action Chaining default options for common dialogues can be set in Faster Suite > Settings > Save + New Defaults. Once you navigate to this screen you will have the following default options that you can edit by clicking the pencil icon:
  • Time Entry Defaults
  • Expense Defaults
  • Note Defaults
  • Task Defaults
  • Tasks from Templates Defaults

Once you set the desired default you will have to click save in the default window as well as the settings window for the changes to save properly.
Defaults for Action Chaining from an email preservation window are set in Faster Suite > Settings > Microsoft Outlook > Action Chaining.

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