Administering Record Templates Settings
In the Record Templates settings menu, you can build a custom list of templates (your "preferred templates") to be used when you create records. Your list of preferred templates displays whenever you create a new record if the "Prompt for template" option is selected in one of the following:
- Admin App's New Records | New Record Templates settings menu
- Sierra Desktop's Admin | Settings | New Records | New Record Templates settings menu
Your list of preferred templates is accessible to you wherever you log in.
To add a template to your preferred templates list, select its check box.
To create, edit, and delete templates, see: