Smartstaff, administrator
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edits
Changes
→Default Lookup Category
Use the drop-down to specify what category should be preselected when you first click on the Look-up button and are presented with the screen to select the organization.
In the example above the category is set to Fiscal Agent, so when Funding Organizations. When I click on Look-up button and access the selection screen the category drop-down should be pre-populated preselected with the Fiscal Agent Funding Organizations option, and there may also a list of companies assigned to this category .
[[Image:DefaultLookupCategory2.png]]