Recruitment CRM: Set a Default Record Type

Setting Default Record Types can save time. When creating different records there may be dropdown menus where the same field gets selected over and over again. Setting that field as a default will skip the dropdown menu during creation and default to the Record Type bolded in the list.

Setting a Default Record Type

  1. Click on your name in top menu bar and select My Settings from the drop-down menu. The My Settings page opens.
    The dropdown menu with My Settings highlighted. 
  2. Click on Display & Layout to expand the section. 
  3. Select Set Default Record TypesThe Available Record Types you can set as default will be displayed.
    The Display & Layout section of My Settings with Set Default Record Types Options displayed 
  4. Check the appropriate boxes for the Default Record Types you would like automatically selected when creating a new record.
  5. Click Save.

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