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Templates in PICSWeb Configuration
Templates in PICSWeb Configuration
- Joe Robson (Unlicensed)
Owned by Joe Robson (Unlicensed)
Templates are used in PICSWeb to default certain values for your Appointments, Calls and Tasks. When creating a new record, any templates that you have set up will be available to apply.
The pages in this section cover maintaining these templates in the Lists and Type section of PICSWeb Configuration.
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Template List in PICSWeb Configuration
Template List in PICSWeb Configuration
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Creating a New Appointment in PICSWeb
Creating a New Appointment in PICSWeb
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Document Templates in PICSWeb Configuration
Document Templates in PICSWeb Configuration
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Creating a New Template in PICSWeb Configuration
Creating a New Template in PICSWeb Configuration
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Editing Templates in PICSWeb
Editing Templates in PICSWeb
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Document Template List in PICSWeb
Document Template List in PICSWeb
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