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Usage

Creating a template

  • Go to Administer menu » Customize Data and Screens » Entity Templates.
  • Choose the entity type you'd like to create a template for. Currently, "Individual", "Organization" and "Contribution" are supported.
  • Press the Add Template button.
  • Fill in all the fields as if you were creating a new record of this type. Add a template title in the appropriate field at the top.
  • Data that's stored with other entities but entered from these forms (e.g. tags, groups, custom fields) are all supported.
  • Press Save.

Viewing/Editing/Deleting templates

  • Go to Administer menu » Customize Data and Screens » Entity Templates.
  • You will see a list of templates, filtered by the entity type at the top of the screen. Press Edit to view/edit the template and Delete to remove it permanently.

Using a template

  • Once you've created at least one template for an entity, you should see a dropdown to select the template when creating a new entity of that type. See the screenshot below as an example. Selecting a template will reload the page with the appropriate selections from your template.