You can create one or more record templates for a record type and
populate the desired fields with values that you use most often.
About this task
To create a record template:
- Select and select a record type.
- In the Create window, populate the desired fields with values that
you use most often.
- Select New... from the Load list
at the bottom of the window.
- In the New Record Template window, type a name for
the template.