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Amy Thropp How do I change what fields appear when you click "new" from a lookup page. Need to be sure to include all required fields.
When my users do a lookup of accounts and don't find the account, they click "new" and then the form that appears does not contain all our requried fields, so they can't save the record. Is there a way to add and remove fields from this form...Doesn't seem to be the Compact layout, which is what I thought it would be.
You can't modify the "Quick Create" pages. But if u want to have some value in required field then create same these fields in custom setting, assign required values. Then write a trigger on Account with before insert event and map these field value in Account from custom setting.
By using custom setting u are able to assign some default values in all required field.