If you find that most of your CRM Task records fall into the same small set of “Subjects” you might want to set the Subject field up as a Pick List. You may be surprised to find out that it already is! To activate the Subject field to become a pick list, all you have to do is select a default value. You can also edit the choices to be whatever you want them to be. Here’s how:
- Setup (tool icon upper right) -> Customizations-> Modules and Fields
- Click on Tasks Module name
- Click Standard in the list of layouts to open the form
- Hover over the Subject field and click the “…” menu on the right
- Click Edit Properties
- Select a Default and edit the selections to whatever you want
- Save
All done!
