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How do I set Default Value for the Text Area in CRM Apps?

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Updated on September 2, 2016 12:39AM by Admin

Default value is one of the field properties in Master Layout. This feature allows you to define the default text in the Text Area field which can be modified/updated in the create/overview page of the CRM apps.

  1. Log in and access Leads App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    leads master layout
  3. Click on text area field to set default value. For Instance : Notes to leads
    leads text area
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default text for that field to be shown in "Default value" properties under "Standard Behaviour" section.
    leads default text
  6. Click on "Save" option.
  7. Now you can view the default text in “Notes to lead” field while creating a new lead and also it will be viewed in overview page.
    lead creation

  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    opportunity master layout
  3. Click on text area field to set default value. For Instance : Description
    opportunity text area
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default text for that field to be shown in "Default value" properties under "Standard Behaviour" section.
    default value opportunity
  6. Click on "Save" option.
  7. Now you can view the default text in description field while creating a new opportunity and also it will be viewed in overview page.
    opportunity creation page

  1. Log in and access Customers App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layouts.
    customer master layout
  3. Click on text area field to set default value. For Instance : Description field
    customer text area
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default text for that field to be shown in "Default value" properties under "Standard Behaviour" section.
    customer description
  6. Click on "Save" option.
  7. Now you can view the default text in description field while creating a new customer and also it will be viewed in overview page.
    customer creation page

  1. Log in and access Contacts App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    contacts master layout
  3. Click on text area field to set default value. For Instance: Description
    contact text area
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default text for that field to be shown in "Default value" properties under "Standard Behaviour" section.
    contact default text
  6. Click on "Save" option.
  7. Now you can view the default text in description field while creating a new contacts and also it will be viewed in overview page.
    contact description

  1. Log in and access Cases App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout.
    Master Layout
  3. Click on text area field to set default value. For Instance : Follow Up Description field
    Text Area
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Define the default text for that field to be shown in "Default value" properties under "Standard Behavior" section.
    Default Value
  6. Click on "Save" option
  7. Now you can view the default text in follow up description field while creating a new cases and also it will be viewed in overview page.
    Create Cases