Tuesday, March 24, 2015

ZOHO CRM - Setting the Default Value for a Picklist field


If you have a picklist field that for 80-90% of your records is typically one value, you can make data entry easier by setting that common value as the DEFAULT value for that field.  Here's how you do it (you will need admin privileges):


  • Setup->Customization->Fields
  • Select the data module where the field resides, to view the list of fields for that module.




  • Click the edit link next to the name of the field for which you'll set the default value

  • Drag the default value to the top of the list by clicking and dragging the "grab bar" to the left of the field in the list .
  • Click the "Use first value as default value" checkbox and click save.

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