Record templates
Templates that prefill new tasks, companies and opportunities — the Settings › Templates editor, first tasks, the default template, ordering, duplicating and usage counts.
Prepare a template for the records you create often: pick it in the task window or the new company form and the fields fill in; company and opportunity templates also open first tasks together with the record. The new opportunity page uses form templates.
The Templates page
Settings → Templates (admins). Tabs: Task · Company · Opportunity.
- Each row: the template name, summary chips (e.g. Call · in 2 days · 3 items), a default tag and the usage count. The search box looks in names and summaries.
- Drag by the handle to reorder (touch too, ↑ ↓ on the keyboard); after a move the toast offers Undo.
- Click a template to open the editor on the right; Create template starts a new one. When the list is empty, sample templates (e.g. Lead from a trade fair) start with one click.
The editor
| Type | Fields |
|---|---|
| Task | task text, type (Task · Call · E-mail · Meeting · Visit · Reminder), priority, due (days later — Today · Tomorrow · 3 days · 1 week shortcuts), time, description, checklist (one item per row, drag) |
| Company | status (Lead / Active customer), lead source, visit interval, sector, note + first tasks |
| Opportunity (classic form) | project name, type, starting stage, probability, lead source, expected close, monthly quantity, unit price, payment terms, note + first tasks |
First tasks are entered row by row: title, + days (days after the record is created) and type; rows can be dragged, Enter adds a row. The preview on the right shows how the form fills in and on which day each task opens.
- Default template: preselected in the new company / opportunity form; first in the task window for tasks.
- Duplicate opens a copy; after Delete the toast's Undo brings the template back with the same id (records already created are not affected).
- Invalid values are never dropped silently: a duplicate name, a wrong time or an out-of-range probability gives an explained warning.
Opportunity templates
The new opportunity page and the quick panel on every page open with form templates; they are listed at the top of the Opportunity tab (Edit in Forms). Older opportunity templates sit under Classic form templates and only apply to the classic form (?klasik=1); Move to form on a row turns one into a form template with its fields and first tasks.