Mothernode allows you to set defaults for some of the fields found within PO’s and Vendor records. Setting these defaults can expedite the creation process for new records by automatically selecting default values for certain fields.
To apply default values to fields located within Lead/Opp records follow the steps below:
- Login to Mothernode
- Go to the Administration tab
- Locate and click the System Defaults menu option
- Select the PO’s and Vendors tab (see image below)
- Select the default values on the fields you wish to set
- Click Save to finalize changes
