When creating a new opportunity, how can I set the default form to be the Project Information form? I find it extremely frustrating that once an opportunity is created you cannot switch over to the Project Information form.
thanks
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Hi David,
You need to assign the correct security roles for the form you want to be loaded(example if your users have "security role 1" assigned to them you need to assign the same "security role 1" for the form too). Also make sure all the other forms won't have the same security role so only one option will be available to load when you create a new form.
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