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