Item template

Comments

• AdamRoue Member Posts: 1,283

  2010-03-11

  Tight Mouse Click in the item form
  Record Info
  Select Either Company or User Template to create one.
  
  Once created you are prompted to use it each time you create a new item.

  The art of teaching is clarity and the art of learning is to listen

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• zuihua Member Posts: 43

  2010-03-11

  Hi AdamRoue,
  
  Thanks a lot

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• BAL_AX Member Posts: 12

  2010-03-11

  In add
  
  you can see and edit created templates from Basic/Setup/Record Templates.
  
  regards,

  Imposible is nothing.

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• zuihua Member Posts: 43

  2010-03-12

  Hi BAL_AX,
  
  Thanks for your answer.
  BTW, on the basic/setup/record templates only show the templates belong to company accounts, where're the templates belong to users?
  
  Best regards,

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• AdamRoue Member Posts: 1,283

  2010-03-12

  Users copy exactly, only to be used by the user logging in for the purpose they were created, with the issues that involves.
  
  Company ones are used by everyone so you can edit them and remove out non-template requirements, pricing etc.

  The art of teaching is clarity and the art of learning is to listen

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