While filling in information records’ fields, there can be some values that you, your users, and your company require the most. That can be a type of a ticket that you create more often than the others, or a sales stage of an opportunity. In VTiger 7, you can configure the default field values. This feature automatically fills the configured fields with the Default Field Values while users can always change the value while entering the data.

How to Set Default Field Value

• Go to the “Menu” and click on the “Settings” button and select “CRM Settings“.

• Under the “Module Management” drop down menu select “Module Layout and Fields“. From here click on the “Add Custom Field” or “Edit Icon” to set the default field value or change the existing one.

• Here you can set the Default Field Value in the given space next to the “Default Value“.

For further help contact us on help@vtexperts.com. We’ll be glad to be of service.