With so many options, users may want to flag the commonly used templates for easier selection and so that no mistakes are made.
Templates are flagged at a firm level so a manager or partner can specify which ones they want staff to use (if there are options), and to push to the background job types that the firm does not carry out.
To flag a template go to the 'templates' tab in the top bar and at the right next to the latest update date select the yellow star next to the job type you want to select as a favourite:
Then use the filter dropdown to select 'Starred' to only see these jobs:
When creating a new client you will see the selected templates highlighted:
And you may filter to just see the starred templates if you wish:
Users will receive a prompt to update if a template goes out of date. In this case users will need to manually unselect the old favourite and select the new one.