07-12-2012 07:55 AM
1. How do I set my customized layout as the default layout for all tabs? The opportunities tab automatically stays on the basic layout and I cannot get the customized one to stick as the default; it is creating a lot of confusion.
2. Once in the customized opportunities layout, we have a revenue field that has multiple years and a total. How do I get the individual years to automatically populate into the total? They are not currently doing so.
Thank you in advance for any help you can give!