Hello,
sometimes ESPO fills some fields automatically.
For example:
When I added contacts via Account (companys) (see image - Account_Contact.jpg).
How can I define other automatically prefilled fields or entities?
For example, if I use the plus in Calls in a lead (see image Lead_Call.jpg). Currently I always have to specify the lead by hand, even though I created the call within the lead.
(I do not want to create a field with type "external reference" for this purpose, as I may want to adjust the data)
Best regards
Nina
sometimes ESPO fills some fields automatically.
For example:
When I added contacts via Account (companys) (see image - Account_Contact.jpg).
How can I define other automatically prefilled fields or entities?
For example, if I use the plus in Calls in a lead (see image Lead_Call.jpg). Currently I always have to specify the lead by hand, even though I created the call within the lead.
(I do not want to create a field with type "external reference" for this purpose, as I may want to adjust the data)
Best regards
Nina
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