• Preferred/Other Templates
• Template Maintenance

In the Record Templates tab, you can create, edit, and delete templates. You can also build a login based set of preferred templates for each record type.

All templates created in Millennium are stored centrally and accessible to logins as defined in the Record Templates tab.

While the number of templates you can create is unlimited, your Preferred Templates list is limited to a total of 150 preferred templates for all record types per login.

The following options are available: