Sunday, June 23, 2019

Mark the Auto checkbox by default when creating a new Lead/Prospect/Customer Records

When creating a new Lead/Prospect/Customer, there is a checkbox named "Auto" right beside the Lead ID/Customer ID field. If you mark that checkbox, it will copy the information you enter on the Company Name field (if Customer is a Company) or Name field (if the Customer is an Individual) over to the Lead ID/Customer ID field automatically.

To mark that checkbox by default, kindly enable the preference under Setup > Company > General Preferences > Auto Name Customers.

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