Custom Forms: Updating Templates


Big Business stores the Templates for the Custom Form/Report tool in your Data File and automatically updates them as needed. This Solution provides instructions for manually updating the Templates. (5006)






Big Business stores the Templates for the Custom Form/Report tool in your Data File and automatically updates them as needed.

To Manually Update the Templates:

1. Check the Templates folder in your Big Business folder for the Report Templates. If you have downloaded an update to Report Templates, replace the existing Report Templates file with the new one.
2. In Big Business, go to the InfoCenter toolbar.
3. Hold down the Shift, Option, and Command keys on the Mac; or the Shift, Control, and Alt keys in Windows; and click on the Custom Form Report tool.
The message, "Loading Templates," should display briefly.
4. On the Report/Form List, click the New button.






Related:

(Prev) Custom Forms: Deleting
(Next) Custom Forms: Accessing Related Information

Next: Custom Forms: Accessing Related Information

  Chapter 15 Custom Forms and Reports

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