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Use this form to view and delete company account templates for the active company. You cannot create new templates in this form.

To display templates created for tables that are not company account-specific, such as templates created from the form, select the check box.

Tasks that use this form

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View the list of tables that contain templates.

View the list of templates that were created for the selected table.

Buttons

Button

Description

(on the tab)

Edit an existing company accounts template or system template.

Fields

Field

Description

Select the check box to display system templates.

The table identification.

Name of the table template.

Allow the creation of records without using templates.

Modified By

Last user who modified the template.

Last date on which the template was modified.

Select the check box to use this template as default when creating records.

See Also