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为用户简档设置默认合同记录类型
为用户简档设置默认合同记录类型。
为用户简档设置默认记录类型。
- 从“设置”中,在快速查找框中,输入简档,然后选择简档。
- 单击要为其设置记录类型的简档。
- 滚动到记录类型设置 | 标准记录类型设置。
- 单击合同旁边的编辑。
- 在选定记录类型中,从“可用记录类型”列表中添加适用记录类型。
-
在默认记录类型中,为用户简档选择默认记录类型。
例如,合同生命周期管理。
- 保存更改。

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