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
- 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.