How to Automatically save the current user as the Client User and the Claim User

Open the Config

1: Click Admin from the Menu.

2: Select Config from the drop down list.

Change the Settings

1: Select the Claim Form tab.

2: Select the Misc tab.

3: Tick both the Use Sales User tick box and the Automatically Assign Sales User tick box.

4: Click OK to Save the data and close the window.