
Hello everybody,
I would like to give our sales the chance to add a text to a quote template, where they can pick a predefined title and optional also change this predefined sentence.
This possiblity is available in tasks, where I can predefine some text for the subject field, but I also can add only a text.
Does anybody know if this would be possible for a custom field, or is this funciontality only available at the subject field of tasks.
Thank you, best
Natascha1 answer
You can create custom field on task under activities custom field. Then you can set default value (only one value) to the custom field. Seehttps://help.salesforce.com/articleView?id=fields_defining_default_values.htm&type=5