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Prompting for Templates (Record Templates)
Prompting for Templates (Record Templates)
A template defines the information that will be included in a new record. Record templates can be used for almost every record type. You should have a template defined for a record type in order to create a record. In order to make sure you get the correct template when a record is created, make sure the New Record settings are correct in Sierra.
This is where you control how Sierra will act regarding templates when you create a record manually.
Open and log in to Sierra
Go to Admin|Settings