From the enCentral CRM contacts page. Select a previously entered entity who you wish to use as an entity template then Right click to view the right click menu. Select 'Entity Details' and then the option 'Create Template based on Details'.
The common field entries from the saved entity will be shown, the screen is functionally similar to the entity wizard except that all details entered will be used for the newly created template. Enter a name for the template in 'Template Name' field. Click finish. The template will then be added to the saved template list.
Entity templates can be created from scratch (with no pre-determined details) from right clicking within the Entity Templates grid. This grid is accessed from within the 'Configure' tab of enVisual as shown below.
