1.4.10 Templates
- Former user (Deleted)
Templates allow for a quick account creation. It works only with the retail and wholesale type. When a new account is created all the settings except for the login, password and balance are copied from the template file.
The list of all templates are shown in the Clients/Templates menu. You can delete an existing template but in order to create a new one you have to go to the client menu – either wholesale or retail type and click on an existing account with the desired settings. In the edit panel click on the Save button and choose Save as template option.
Next, in the dialog window enter the name of the template and optionally a description. Instead of creating new template you can also override the existing one.
Once a template is ready you can use it by selecting its name from the drop down list which appears when adding new client. All the settings from the original account will be copied to the new one.
