Specifying and Renaming a Default Customer Snapshot Template

Procedure

To specify and rename a default Customer Snapshot template:

1. Select Admin.
   The Admin Home Page appears.

2. From the View Designer tab, select Edit Customer Snapshot.
   The Customer Snapshot screen appears.

3. Select view/edit in the row for the template.

4. Do one or both of the following:

• Click in the Template Name field and type the name for the template. Each template must have a unique name.

• Select the Default Template check box to designate the template as the default used for any user who is not assigned a template.

5. Click Save.