Hi experts,
I created the xbo object in the following workcenter:
.Appointment
.Task
.Lead
.Opportunity
Extending the data type field.
When I Activities tab in opportunities create the Appointment.
The system will automatically transfer some of the default values from opportunities.
For example, the Subject(Name), Account, Primary contract
I would like to extend the field of transfer default value from Lead or Opportunity.
1. How do I determine is create under Lead or Opportunity work center, Activities tab create Appointment or Task job?
2. How can I get default?
Can provide me any ideas or information?
Thank you very much.
Best regards,
Daniel
