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Create a record template to facilitate data entry

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This article shows how to create a record template so that you don't have to enter field values that you use often for each new record. In this procedure, you create a new record for new laptops that you add to your fixed assets. This procedure uses the USMF sample company.

To create a record template to facilitate data entry, follow these steps:

  1. In the navigation pane, go to Modules > Fixed assets > Fixed assets > Fixed assets.
  2. Select New.
  3. In the Fixed asset group field, enter or select a value.
  4. In the Name field, type a value. For example, enter Corporate lead laptop.
  5. In the Search name field, type a value. For example, enter laptop.
  6. Expand the Technical information section.
  7. In the Make, Model, and Model year fields, type values.
  8. On the Action Pane, select Options.
  9. Select Record info.
  10. Select User template.
  11. In the Name field, type a value.
  12. In the Description field, type a value.
  13. Select OK.
  14. Select Close.
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