Create client templates

Save time with client templates for clients with similarities.

Select Setup
, then Clients
.

Select Add
, then enter information for the template.

Enter a Left
date and change the Status
to Inactive
so the template isn't added to any reports or screens.

Select Enter
to save the template.

To add a client using a template:

Select Setup
, then Clients
.

Right-click the template you want to use and select Copy Client
.

Enter your client-specific information.

Remove the Left
date and change the Status
to Active
.

Select Enter
to save the client.

This article applies to: