Set a default option for a custom field
Save your team a click by opening the new patient form with the most common answer picked.
Table of Contents
Defaults work on Dropdown, Single Choice and Multiple Choice fields for patients and leads.
Go to Setup, then Fields, and open the field to edit it.
Scroll to Field Items and tick Default next to the answer.
Click Save.
A dropdown or single choice has one default. A multiple choice can have several.
Defaults fill in only for new records. Patients and leads you already have aren't changed.