Tom

Are you using workflow to govern the creation of the opportunities? If you are then you can amend the primary rule of the opportunity workflow.

The eLearning lesson below covers the creation of primary and transitional rules. If you have an existing workflow then you will be changing it NOT creating a new one but the information is still useful.

community.sagecrm.com/.../09_exam_syllabus_technical_workflow_implementation.aspx

Within a workflow rule we can use workflow actions (Set Column Value) to set the value to what we want.

Within the video about 15 minutes in you'll find examples of how to do that.

Thank you Jeff. The video walked me through the process. I am using workflow and looking at my process it was set to Display Field for Amendment. I changed it to Set Column Value and added the #user_userid# to the value box and that seemed to get the correct auto populate option. Did the same thing for the Oppo channelid and added the script shown in the video DefaultValue=CurrentUser.user_primarychannelid. Everything works fine now. Much appreciated.

Good stuff!