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UniqueName
New Member

Activities Form: Default 'Regarding' lookup menu to 'record type' rather than 'recent records'

Hi all,

 

When creating a new Activity the 'Regarding' polymorphic field menu always shows 'recent records' by default. Users have to navigate the menu to find the 'record type' list. Is there a way to make this field default to show the 'record type' so as to reduce confusion and aid data entry?

 

Many thanks,

Kate

1 REPLY 1
bstephens
New Member

In the applicable Form view, for the lookup field properties, there is an option called "Disable most recently used items". This presents a slightly cleaner view in that recent items are no longer visible so its slightly more obvious to the user that they can search for something. 

 

Not the solution you were after but hopefully of some help!

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