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.

Table of Contents

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

Open