AdvoLogix Help

Set a Default Record Type

Updated

Set an option to automatically insert your default record type when creating new records. Using this setting, you can bypass the page prompting you to select a record type. If you have several different record types available to you, you may prefer to be prompted to select a record type every time you create a new record.

Setting Record Type Preferences

Setting Record Type Preferences
  1. Click Your Name | Setup | My Personal Information | Record Type Selection.
  2. Check any box to automatically select the default record type when creating records of that type.
    • Any unchecked boxes indicate that you prefer to be prompted to select a record type.
  3. Click Save.

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