RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)

Thread Tools Search this Thread
 
August 12th, 2010, 10:47 AM
ylomnstr
 
Posts: 37
We're trying to implement a template so that all of our clients have the same info listed under the Service tab, Internal field. Is there anyway that I can create a template so that field will have pre-filled out information for all and any new clients?
 
August 12th, 2010, 11:26 AM
Support Team
 
Posts: 7,515
Hi ylomnstr,

Here's what you should do in order to implement this:

Create a "template" Account, with almost no data, except for the data you wish to replicate (call it "TEMPLATE" ), then, instead of creating a new Account by clicking new, select the "template" Account and click Copy. The standard New Account Window will open, fill in the fields, once confirmed, a new Account will be created, where all of the Account fields, including the Service Internal Description were copied from the "template" Account.

Hope this helps.
Neta
Reply





All times are GMT -6. The time now is 05:24 AM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.