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Can I set fields to have a default value based on the user logged in?

Copper Contributor
Posts: 64
Country: USA

Can I set fields to have a default value based on the user logged in?

Pretty self explanatory, but can I create a fields default value that is different depending on who is signed in at the time? For example, if we need to keep track of the Office/Branch a Contact is associated with, can we have it default to that branch if the user who created it works in that branch? I think this is separate from using team based permission.

Copper Elite Contributor
Posts: 232
Country: Germany

Re: Can I set fields to have a default value based on the user logged in?

With the standard, you can only set defaults for all users.

i did ask our development, it should be possible via an Addon, maybe some of the addon-companys have a solution, if not let me know and we will be happy to look into it

 

regards

 

Ingo

 

www.crmaddon-factory.com

 

Act user since 1993

ACC since 1995

ACC since 1995
Developer of Addons for ACT

CrmAddon Factory
+1 203 541 0040
Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: Can I set fields to have a default value based on the user logged in?

I think this is what you are looking for -

 

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=116

 

Copper Contributor
Posts: 64
Country: USA

Re: Can I set fields to have a default value based on the user logged in?

I don't think that's quite what I need either. I just want a field to hold a default value based off the record creator. I looked into Auto Fill Fields from ADS, but  was told by their developer that it cannot use the Record Creator field as a trigger either. I think this one may require some custom development.