Defaults

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

Defaults codes are system-wide values, included with the initial download, that are useful for most law firms. The Geni Law program allows an unlimited number of default codes to accommodate the operating needs of the office. These codes are useful and necessary, but they are not hard-coded; defaults can be added or modified. “User Preference” codes are used to customize how each user wishes to view certain screens or fields on their own computer (see USER PREFERENCES SETUP).

Click the SETUP tab on the TASKBAR, then click DEFAULTS SETUP to open and access Defaults from anywhere in the Geni Law program.

setup defaults

Upon clicking the Defaults Setup tab, the Defaults Setup screen opens:

setup defaults profile

The screen always opens at the bottom to a blank row for adding a new default. To modify a default, scroll through the list until you find the default to be modified. Each field must contain information for the default to work properly. Enter the information by tabbing through the following five fields:

Rep: Select Rep from the quick-pick list; default is “ALL”
Div: Select Div that the Rep is assigned to from the quick-pick list; default is “ALL”
Screen Name: Select Screen Name for which the default is created from the quick-pick list
Field Name: Select Field Name from the quick-pick list
Code: Enter Code assigned for the default

Press Ctrl+S or Ctrl+Enter to save each item before leaving the Setup Defaults screen.

After entering and saving the information for the first Defaults item, that item will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Defaults screen, the gray highlight bar will default to an empty row at the bottom, and all of the created Defaults items will appear in ascending order above the empty row. Each time you enter the Setup Defaults screen, an empty, highlighted row will always appear at the bottom of the screen. The gray highlight bar will move up or down to other Defaults rows as you use the arrow or Page Up/Page Down keys.

To delete a data row or profile, place the cursor on the item to be deleted, press Ctrl+Delete and answer “Yes” to the prompt.

Click SEARCH to search the Defaults database by Representative, Division or Screen Name.

Click PRINT to print a complete list of Defaults codes.

Press ESC to return to the previous screen.