1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a Label.
3. Unmark the Store Value checkbox.
4. Set the Type to Free-Form Text.
5. Under the Applies To tab, select the transaction where the field will be applied.
6. Click Validation & Defaulting tab, mark Formula and enter {systemnotes.name} in the Default Value field.
7. Click Save & Apply to Forms.
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