Create Template
To create an application template in PulsePoint/MSPware, follow these steps:
Go to Applications.
Click the New Application button.
Select the desired sales user and application type.
Enter a descriptive name for the template in the application name field.
Check the box labeled save as a template.
Click Create Application.
Fill in the template with the data you want to pre-populate in future applications.
To use the application template you created:
○Go to Applications.
○ Click the New Application button.
○ Choose the sales user and application type.
○ Name the application.
○ Scroll to the Template prefill option menu and click the menu to view template options and select an option.
○ Click the button to Create Application, and the prefill data is applied.
An application template prefills other applications with data entered into the template, simplifying the application process.
Application Templates FAQ
1. What is an application template?
An application template is a pre-filled application form that simplifies the application process. It allows you to save time and effort by pre-populating common information, reducing the need for repetitive data entry.
2. How do I create an application template?
Go to Applications.
Click the New Application button.
Select the desired sales user and application type.
Enter a descriptive name for the template in the application name field.
Check the box labeled save as a template.
Click Create Application.
Fill in the template with the data you want to pre-populate in future applications.
3. Where can I access the application templates?
You can access your saved application templates when creating a new application. In the New Application window, you'll find a Template prefill dropdown menu where you can select the desired template.
4. What information can I pre-fill in an application template?
You can pre-fill any data you consistently use across multiple applications, including contact details, company information, product selections, or any other relevant fields.
5. How do I use an existing application template?
Go to Applications.
Click the New Application button.
Choose the appropriate sales user and application type.
Enter a name for the new application.
Open the Template prefill dropdown menu and select the desired template.
Click Create Application to generate a new application pre-filled with data from the chosen template.
6. Can I edit a saved application template?
You can edit a saved application template by going to the Applications tab, and then the Templates Tab. Locate the template record, click the record and then click Application Form to edit.
7. Who can create and use application templates?
Admin/Office Staff users and Sales users can create templates. Template accessibility and visibility can be assigned to users and divisions.
8. Who can I contact for further support?
If you require additional assistance or have specific questions not addressed here, you can reach out to PulsePoint/MSPware support via:
Phone: 877-844-0032
Email: support@fidano.com