Sales Order - Create from Template List

I noticed after the last update that there does not seem to be a scroll down list for “Sales Order Templates”.

It now only appears to show the first 10. If you try to scroll down, my sales order scrolls the entire sales order page.

Even clicking manage seems to take you to a different page all together.

Hi there,

The reason for this is that it was changed to a type ahead. The idea is that you would just type the key word or start of the template you need rather than scrolling to find it.

Manage takes you to the Manage Templates - which is where it has always taken you - to see your list of all templates and can remove them or create from there.

I too sent this in as a ticket. Type ahead is fine if you know what you are looking for. We have 25+ templates and not every team member remembers every name.

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