What saving option do you choose if you only want new Clients to have these options and not the Clients already added?

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Multiple Choice

What saving option do you choose if you only want new Clients to have these options and not the Clients already added?

Think of this as setting the baseline configuration for new client records. Saving as the default establishes the options that new clients automatically inherit when they’re created, while leaving existing clients untouched because their settings were already in place before the default was updated. This automatic propagation to new entries is what makes it the best choice for ensuring only new clients get these options without retroactively changing those already added. Saving as a template would create a reusable package you’d have to apply to each new client, adding extra steps. Choosing to apply to new clients manually would require extra action for every new entry, and copying current settings wouldn’t set a universal default for future clients.

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