Templates to Entities

The goal of templates is to save your time by adding similar data. You have the ability to create templates for any entity. A template is a set of fields with values that are set in the form of a record when a template is selected.

In the form of the template, specify the entity, name, and users who will have access to the template.

After the template is created, click on the template name and set the field values.

The list of templates is displayed in the form of a record. When you select a template, the values of the fields from the template are set.