Default Record

Overview

Every form under the Maintain menu has one Default Record that can not be deleted. The Default Record is a powerful feature of EZScale that can save you considerable work when creating new records. It is the Default Record that lets you associate a little or a lot of information with each ticket during a Ticketing session.

You will always know that you are working with the Default Record because:

    EZScale will remind you (unless you turn off the this warning under Tools | Options | General), and

    All fields will be highlighted as in the example below from the Jobs form.

New Records

All fields in a new record are initialized with information from the Default Record.

For example, if most of your customers and vendors are from one city and state, say Greensburg, PA, you may want to enter Greensburg into the City field and PA into the State field of the default record. Then, every time you click the New button on the toolbar, EZScale will automatically fill in the city and state of the new record with Greensburg and PA. The user can change the city and state on the new record, but if it's correct it saves some typing.

This capability applies not just to the typed fields, but also to the lookup fields. For example, if you had a Delivery Method of "UPS" defined. You could select that Delivery Method in the Default Record of the Jobs form and all New Job records would be initialized with the UPS delivery method. Again, the operator can override the method, but if it's already correct, it saves one more step.

Ticketing

During ticketing, EZScale always starts with the Default Record for each field that will be associated with the ticket. If you don't want to keep track of say the Delivery Method, then you don't need to define any additional Delivery Method records. Just leave the Default Record for Delivery Methods blank and you're set.

ID Field

You'll note that the Change ID button on the toolbar is enabled. You can change the ID of the Default Record.

Let's say that you only accept cash as your Payment Method. You only need one Payment Method record then and it may as well be the Default Record, but you'd prefer the word CASH to be displayed instead of the word DEFAULT:

    Open the Payment Methods form under the Maintain menu.

    Click the Edit button on the toolbar

    Select the Default Record

    Click Change ID on the toolbar and enter CASH

    Click OK.

Now, the default Payment Method ID will be CASH. You may want to add a description also since this is the only record you're going to work with. However, if you add a description and later click New to create a new Payment Method, the new record will inherit the description. In other words, just because we changed the ID of the Default Record from DEFAULT to CASH, it is still the Default Record.