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

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.