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by
on ‎01-11-2011 02:15 PM

Hello Joanna,

I think some sort of contact creation template would be a good idea. In the meantime, you could create a contact (or contacts) with just the pre-filled information you want in it. Then just pull up this contact when you want to use it, choose the Duplicate Contact option, and choose to duplicate all fields. The new contact will have all the info from your "template" contact.

by gmartin
on ‎01-11-2011 05:38 PM

Another option for pre-filling fields is the 'Default Value' field when defining a field (you can also update existing fields).  Go to Tools > Define Fields > select the desired field by double clicking on it > click on Next to get to screen 2 and you will see 'Default Value'.  Enter the value you would like to display when a new contact is created - such as 'Prospect'.   

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