Hello,
I have a quick create form on the Account Table with a custom field called 'Relationship Type'.
When creating a new account from that quick create form, I need the 'Relationship Type' Field to be set to 'Client' by default.
Is there a way to accomplish this? I am creating a business rule to do that, but I only want it to apply when creating the account from the Quick Create Form not when I create an account from the Main Form.
Any help is highly appreciated. Thank you in advance.
Regards,