AdvoLogix Matter Management

Set a Default Record Type

Updated Jun 10, 2021

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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