Follow the steps below for creating or maintaining a list of Preferred Templates:
- In the Templates window, choose a record type from the Record Type drop-down menu.
- You can view a template by double-clicking the template name in the Preferred Templates or Other Templates list, or by selecting the template and then clicking View. The template displays in a record template window. If you are authorized to edit templates, the template displays in editable form. If you are not authorized to edit templates, the template displays in read-only form.
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Add to or remove from your list of Preferred Templates by doing the following:
Add to your list 
Select the template in the Other Templates list and click the left arrow. Remove from your list 
Select the template in the Preferred Templates list and click the right arrow. - To move multiple templates at the same time, select the templates by holding down the Ctrl key and clicking the templates' names. Then choose the appropriate arrow button.
On the Admin » Settings » New Records tab only the templates from your list of Preferred Templates will display for each record type. If you set the value to Prompt for template or Always prompt for template Millennium displays your list of Preferred Templates from which you can choose a template when you create a new record.
