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Default Values Manager

Sometimes clients want a new entry in CRM to inherit a value determined elsewhere. For example:

  1. When creating a new opportunity, the Industry field on the opportunity screen should inherit the Industry value previously defined on the Company summary screen.
  2. When creating a Case, the account manager field on the Case screen should inherit the value defined on the Company screen.

Our Default Values Manager utility makes it very easy to manage these relationships. 

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