Create records and convert prospects with better templates

Enabled for Public preview General availability
End users, automatically This feature is released. Aug 1, 2019 This feature is released. Oct 1, 2019

Business value

It is very important to have a consistent way of creating master data, such as customers, vendors, and items, while also defining how that master data is used in the system. This ensures that subsequent posting and reporting of the master data is consistent and transparent.

Feature details

Configuration templates now allow you to look up template fields' default values directly from related tables. This ensures that the default values that you select when configuring templates are correct when you use templates to create master data, such as customers, vendors, and items. You can now also easily find contact conversion templates that are used to convert contacts (prospects) to customers.

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See also

Register New Customers (docs)