Setting Preferred Service Templates

Market: Federal/State/Local, House, Senate

Description: These instruction teach users how to set their preferred or frequently-used service templates.

1.Select Preferences under your profile name.

2. Open Services in the Preferences window.

3. Type the name of the service template(s) in the Preferred Templates field.

4. Click Save. The next time you create a new service record, the service templates from your selection will be displayed.