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Former Member
Apr 09, 2013 at 10:03 AM

Default Role When Creating Contact Person

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Hi experts,

In the Create Contact Person screen (shown below), I would like to achieve either of the following:

1) To remove the role field (at the bottom-right) from the screen entirely and assign a pre-defined role (either hard-coded or by certain logic) to the contact person during creation, or

2) Pre-populate the role field with a pre-defined role (either hard-coded or by certain logic). User may choose to edit it, but otherwise can just proceed with the pre-populated value.

The goal is to make it so that our user who is trying to create the contact person does not have to be concerned about the role at all during the process.

Any advice will be greatly appreciated. Thanks!

Best regards,

Kwong How

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