Set a default person and/or vehicle

Vincent Trepanier -

Each user can set a default person and vehicle to facilitate data entry. When a default person and vehicle is set in the user settings, these person and vehicle will always be set by default when creating new records like Fuel Entries.

Here is a typical use case :

All your drivers are already created in the "Personnel" list and you want your drivers to use Fleet Manager Mobile on their smartphones or tablets to enter the "Fuel Entries" they made.

First thing to do is to create a Fleet Manager Mobile user for each one of your drivers (see this article to learn how to create users). Now to match the Fleet Manager Mobile user with a person from the list of personnel, just log on with the user you are configuring and go to "User Settings" : 

You can update the default values from here : 

This way, when this user will create a "Fuel Entry", "Completed Service", "Note", etc., the vehicle and driver will be automatically set by default : 

Another advantage of setting the default person and vehicle is that it will appear in the dashboard : 

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