I'm setting up a batch template in the new Gift Entry feature for entering an Opportunity record type other than the default my profile. I want to set a default value for the Stage field.
The picklist values offered for default values for the Stage field are those for the default record type, not the record type I have set as the default value for this batch template.
How can I enter a Stage value default for this batch?
6 respuestas
Exactly, trying to default the Stage picklist value in the template setup. The only picklist values shows are the default (Donation) stages. I'd like to default an In-kind stage.
