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To edit Field Auto-fill, you must be an Admin. This option will not appear if you are not an administrator.

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How to Create and Customize Field Auto-Fill in Repbox

Field Auto-fill lets users move data quickly between modules — Opportunities to Quotes, Quotes to Purchase Orders, Purchase Orders to Invoices — without re-entering the same information. One example of this would be to have the contact’s business phone auto-populate from it’s related Account’s business phone.

V7 Instructions (Current)

1. Click the orange icon (or your profile image) in the top right corner of the screen and select CRM Settings
2. On the Settings page, find Field Auto Fill under Other Settings in the right menu

1. Click Field Auto Fill
2. Select the modules to map using the Select the Module dropdown
   • The > symbol means "to" — e.g. Accounts > Contacts means fields auto-populate when an account is added to a contact
3. Map your fields and click Save
4. Test the feature to confirm fields are mapping correctly

Need help? Reach out to [email protected]

V6 Instructions