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    How to Implement Epicor CRM Mobile Dashboard

    Epicor CRM mobile options

    Set Default Value in Epicor

    Set Default Value in Epicor

    One of the most common requests we get from customers is how to set a default value on a field in Epicor. Below is a simple example of how to set the default value on a customer field called Source. This process is fairly simple and works for almost any field.

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