Find Product Templates

How To:

  1.  While editing a quote or order check a single line item that is a product
  2. Tap the Line tab and scroll to the button find_product_templates_button.png
  3. Tap the button to begin the search for product templates
  4. In the window that opens select a product template or products within the template then tap Add Products


A. Check a template to select all products and services associated with that template

B. Check an individual product or service to narrow your selection


Product Templates are maintained in RFMS Core. For more information please see the article Product Templates

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