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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 |
---|---|
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. |