Question on automatically populating a user-defined field
I'm wondering if its possible to write a query that would automatically fill out a user-defined
field on a activity each time a new one is opened. When a sales rep starts a new activity
I want the field to be populated with their name.
Any help would be appreciated
If the Sales Person's name matches the User Name, then you could use the following query and assign it as a Formatted Search to your User Field.
SELECT T0.U_Name FROM [dbo].[OUSR] T0 WHERE T0.INTERNAL_K = $[USER]
Set the Formatted Seach to Auto refresh on Activity Type or Remarks or (any field that the user would certainly change)