Data record templates

You can save the entries you have made in the data record window as a template for creating new data records.

You must create templates for each data record type individually. Dynamic fields such as the date in the New/Edit appointment window are updated, but not saved.

Data records combine various related information. Each data record can be identified easily by means of a key or name. The Maier address data record contains all information on the customer Maier, including first name, last name, postal address, and so on. The Software introduction product contains a unique number, a price, a description, and so on.

Data record types are data records of a kind in CAS genesisWorld, for example, addresses, tasks, appointments, documents, and so on.

You can also create e-mail templates. In the Document templates window, you can also create and edit templates for CAS genesisWorld documents.

You can add a "saved templates" icon to the custom toolbar. This means you can create new data records based on a template with just a click of your mouse.

Creating templates

Open the record window of the record type for which you want to create a template. You can either open an existing data record or create a new one.

Enter the data you want to save in your template.

Do you also want your colleagues to use this template? You can define rights via participants.

For others to be able to access a template they need owner rights or external access rights.

Check whether this data record is linked to other data records, and if so, whether they meet your requirements.

You cannot add participants or links to an e-mail template.

Open the File menu and select Save as template. A window will open. Decide whether you want the data record links to already be available in the template.

The template is then created.

Loading templates

Open the data record.

To load a template for this data record type, open the File menu and click Use template. A window opens in which you can select a template.

Select the desired template and click OK.

The entries and settings (Participants, links, ...) of the template are transferred to the current data record window.

Always create a document using a template. Select the desired template in the Create document from window.

Tips for advanced users

Hold down the Ctrl button. Now, click New in the File menu and then data record type. Or click the new data record icon using your mouse while holding the Ctrl button down.

Which ever way you decide to do it, the window for selecting a template will then open.

This is also possible when creating a link with a new data record. Hold down the Ctrl button. Click the respective data record type in New link. Now, the template selection window will open.

If you edit a template for a data record and save it under the same name, you receive a prompt. Now, you can overwrite the existing template or create a new task.