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Hello
I created a template to define default values for new customers.
When it's applied on the customer card the field values does not change at all and no error is reported.
Thank you in advance for your help.
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I found the problem, you should click over any field in the customer card and apply the template after, I assume the record is created with the first action, it will be more transparent for the user if automatically it happens.
André Arnaud de Cal... 291,359 Super User 2024 Season 2
Martin Dráb 230,370 Most Valuable Professional
nmaenpaa 101,156