Trustee Suite has a “fail safe” Save option built in, whereby the user is asked if they want to save prior to exiting the screen. To opt out of this feature, uncheck the ‘Prompt Before Saving’ checkbox (auto-checked) and trustee Suite will automatically save any information or modifications when you close the active page.
For Fastest Data Entry
From the top Main Menu toolbar (File Menu), select ‘File’ > ‘System Options’, which invokes the System Options screen (shown below), uncheck the ‘Prompt Before Saving’ option under the User-Specific tab and click on ‘OK’.
Note: Keep in mind, any changes and or additions, even inadvertent ones, are immediately saved when the next case (row) is selected or edited.
