| Templates can be used to duplicate certain fields on several forms. Templates are available on various forms including:
Templates are created in the same way for all of the above forms. | Go to Layouts Templates Search |
Example: Repeating fields for all German customers.
To set up a new German customer template. There are certain fields (marked in the screenshot below) that the user requires to be the same for all new German customers added.
Go to the Customer module, click on Customer in the navigation panel and click the “Add” button in the toolbar/ribbon to add a new customer. Fill out all the fields that will be repeated for all German customers.
Click on the “Templates” button in the toolbar/ribbon and then “Save as”. This template can now be named, so that this particular set up can be used in the future.
In future, the “Templates” button can simply be used when adding a new customer. “Load” can then be selected in order to choose a previously saved template. In this case the user would choose “German Customer”.
Templates can also be deleted by clicking on “Templates” in the toolbar/ribbon and choosing “Delete” and then selecting the template to be deleted.
