Default Templates for Constituents

Please add default templates for constituents.

This would be a great quality of life improvement.

  • Alan Mackenzie
  • Aug 26 2021
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  • Ben Brennan commented
    September 09, 2021 12:44

    I think this may already exist. If you go to a constituent record and pull down the constituent menu, you will see the "Load Defaults From" option. Select that, click new, and you can create whatever your organization's template is. After you save it, make sure the "Load Default Values Now" checkbox is checked and exit out. The next time you are creating a Constituent, go to the same "Load Defaults From" option and double click the template you saved. Hope this helps!