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Record Templates
... Record Templates Record Templates allow you to have any record filled with a pre-existing value when you open a form, essentially a default value. For exa ...
Accounting
... Introduction to Accounting The Accounting section of the Configuration area enables you to control: Your Accounting Periods , which are imp ...
Using Linked fields to auto-populate custom fields
If you are looking to pull information onto a Person record from the Employer record you can make use of the auto-populating linked fields. This saves you having to build reports and creating Dynamic Linked Item ...
Options in picklists
Can I add Dr as an option in the person title field? Personal Titles and picklists Personal Titles and picklists in general are administered in Start > Configuration > Custom Fields & Picklists > Picklists . ...