Navigation:  Projetex Operations > Managing Clients > Setting Default Account

Any existing account can be made default. Since there can be only one default account, previously assigned default account will automatically loose Default status.

Note: Only users with Advanced (production manager) access rights can set Default status for an account.

To assign a Default status to an existing account:

1. Open Main tab of Client window.

2. Select a Client.

3. Click Accounts tab.

4. Double-click the required account, (alternatively, you can select the required account and click Edit button).

5. Select Default Account checkbox in Edit Client Accounts window.

Selected account will then be set as default account for this client.