Customer Template

Customize the customer template to capture all the customer details required.

Customer templates cannot be created or disabled but only edited.

Role Required: SDAdmin

By default, the following sections are available in the customer template.

1. Template Details - Captures the Name and Comments about the template.
   
2. Customer details - Captures the Name, Description, Default Site, and Support name of the customers.
   
3. Brand - Captures the Login Page Image and Header Image of the customers.
   
4. Address and Contact - This section captures the address and contact information of the customer organization.
   
5. Attachments - Allows uploading attachments related to the customer.
   

 

To customize a customer template,

Go to Setup > Templates & Forms > Customer Template.

Click on the template name or the icon to edit the customer template.

1. Hover over a section and click to set the following section properties:
   
1. Number of Columns - Choose if you want the section to have one or two columns.
   
2. Label Orientation - Choose if you want the field labels to be aligned on the left, top, or right to the input boxes.
   
3. Collapsed State - You can choose to collapse sections automatically while loading the form. This property can be defined only if the section is named.
   
4. Click Delete Section to remove the section from the template. The fields in the section will be moved to the field list on the right pane.
   
2. Click on the section header to drag the section anywhere in the canvas.
   

To customize fields added to the canvas,

1. Hover over a field to define the field properties.
   
1. Click to remove a field from the template.
   
2. Click or on the either sides of the field to adjust the field width.
   
3. Use to move the field within or across sections.
   
2. Specify values in the field to set default values.
   

 

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