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ADDING AND EDITING TEMPLATES (FORMS)

CONFIDENTIAL

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• Here at NetDispatcher we are continually striving to make this software more user friendly and easier to navigate. The process of building and editing templates has never been easier.

Adding and Editing Templates

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Adding and Editing Templates

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• The process for all four category templates is identical. For training purposes, we are going to build a template from the Customer category.

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Adding and Editing Templates

• From the Customers page click the gear icon on the right-side of the page above the customer list. A drop-down box will appear. Click “Edit Forms.”

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Adding and Editing Templates

• After you have clicked “Edit Forms” you come to the screen below. You can either click one of the templates (forms) you already have made from the list or select “Add New.”

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These are templates that the user has saved.

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Editing a Pre-existing Template

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Name of template. Can be changed by clicking on the box.

Tabs that can be added and renamed

Settings Delete

Drag & drop

Click on a field to add to the template

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Editing a Pre-existing Template

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By clicking on any of these, it allows you to insert layers from other templates (see Slide 8). A box will appear asking you which tab or section you would like to insert. You can insert these on a new tab or combine them on one tab.

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Editing a Pre-existing Template

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• After clicking on one of the template icons on the right side, this is the box that appears.

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Adding a New Template

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A blank canvas for you to build a template to your preference.

Click on the fields to build your template.

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Conclusion

• The instructions in this PowerPoint will apply to the Customer, Asset, Contact, and Job categories when building or editing your templates.

• These templates are fully-customizable and, if used correctly, can benefit you and your business immensely.

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That concludes this tutorial. Have a wonderful day!THANK YOU!