Set the Default Function Status

System roles needed: System Admin

When functions are created, they will default to the Ready status. You can change this from the System Admin section. This is an account-wide setting.

  1. Click on your name in the upper left corner and select System Admin to access the Admin console.
  2. Click event Events in the left sidebar and select the Detailing tab.
  3. Click Configuration.
  4. On the Configuration tab, click the edit pencil icon to open the Edit Configuration slider.
  5. In the slider, select the appropriate status from the Default Function Status field.
    If Track Changes for Event Detailing is checked, the default status is set to Planning and cannot be changed.
  6. Click Save.