Modify Template Wizard Properties

Outreach Services > Modify Template Wizard > Modify Template Wizard Properties

Modify Template Wizard Properties

Display Property Page

The Display Property Page value allows you to choose when to display the Modify Template wizard’s set properties window. Select one of the following options.

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Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. .

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

You may configure properties to control the actions that can be taken with the wizard.

Miscellaneous Behavior

Under Miscellaneous Behavior, you can specify in the Edit Outreach User field the default outreach user record for the template. Use the gadget to select the outreach user.