Set a Default Record Type
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
- Click Your Name | Setup | My Personal Information | Record Type Selection.
- 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.
- Click Save.