If the client wants the "Responsible Person" field to be filled automatically in all documents where this field is available, follow these steps:
Navigate to Quick Menu > Personal Settings and make the necessary configurations.
After the Personal Settings page opens, navigate to Default Values and enter the Responsible Person field. Once added, close the page—the settings will be saved automatically.
You will notice that the Responsible Person field is automatically filled in every document where this field is available.
Note-
a) This setting can be configured by a user with full access rights. An admin can open a specific user profile and assign the #ResponsiblePerson field. Once set, it will automatically apply to the designated user.
b) If User A is the assigned user and User B is set as the #ResponsiblePerson in personal settings, User B will be automatically filled in every document where the field is present.
Thanks for being Firstbit customer! #responsible person #automatic filling #salesman