Applying Defaults to Multiple Appointment/Contact Records in ResultsPlus

If you’ve ever wanted to take the same contact information, for example, the date, time, reminder date, note, etc., and apply it to multiple records in ResultsPlus, wait no more.

There is a little-known feature that can help you to just this. After entering the details you want to propagate across multiple records, use CTRL+F2 to set the defaults for later use. Then, in the other constituents, as you add appointments, simply use F2 to apply the defaults.

The above steps can also be used to apply defaults when working with donations and when adding new constituents to the database.