Creating a record template

You can create one or more record templates for a record type and populate the desired fields with values that you use most often.

Procedure

To create a record template:
  1. Select File > New and select a record type.
  2. In the Create window, populate the desired fields with values that you use most often.
  3. Select New... from the Load list at the bottom of the window.
  4. In the New Record Template window, type a name for the template.

Example

What to do next