Templates – Customers Tab

The Customers tab is used to link the template to specific customers, instead of all.

1. Click the Plus (Add) icon to open the selection window.
2. Check the box in the far right column to select each customer to add, or to add all customers click the box in the header to select them all or click Add All.
3. Click the Add button to add the selected customers.
4. When finished, click the (X) (Close) icon to close the window.
5. If necessary, click the [X] icon for a customer to remove it from the template.