Setting a Customized Search as the Default simply means that that is the view you will see when first opening that Tab.
In this example, the Planner/Scheduler has set up a view for his/her lead tech for Open PM Tasks.
1. From the Main Menu, go to Service > Tasks.
2. The first screen that loads whatever you have set as your defaulted search.
3. If you click on the drop down arrow next to the magnifying glass in the search, you can see that Lead Tech PM Tasks is Defaulted.
4. You can change the defaulted search at any time, by selecting another search, then right clicking on the title and choosing Set As Default.
You can only have one default per screen.
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