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  1. Somos
  2. TFNRegistry
  3. User Interface (UI)
  4. TFNRegistry User Guide
  5. Customer Record Administration
  6. Template Record (TAD)

Template Record (TAD)

  • TFNRegistry UI: How do I Use the Submit, Cancel, Revert, and Save Buttons via the TR Page?
  • TFNRegistry UI: How do I Update a TAD on the TR Page?
  • TFNRegistry UI: How do I Copy a TAD?
  • TFNRegistry UI: What is in the Source Record When Copying a TAD?
  • TFNRegistry UI: What is in the Target Record When Copying a TAD?
  • TFNRegistry UI: What Action Options are Available When Copying a TAD?
  • TFNRegistry UI: What is in the Copy Portions from Source When Copying a TAD?
  • TFNRegistry UI: How do I Transfer a TAD via the TR Page?
  • TFNRegistry UI: What is in the Source Record When Transferring a TAD?
  • TFNRegistry UI: What is in the Target Record When Transferring a TAD?
  • TFNRegistry UI: What is in the Transfer Portions from Source When Transferring a TAD?
  • TFNRegistry UI: How do I Disconnect a TAD via the TR Page?
  • TFNRegistry UI: How do I Disconnect a TAD with an Effective Date and Time of Now?
  • TFNRegistry UI: How do I Disconnect a TAD with a Future Date?
  • TFNRegistry UI: How do I Reactivate a Disconnected Template Record via the TAD Page?
  • TFNRegistry UI: How do I Delete a TAD via the TR Page?
  • TFNRegistry UI: How do I Delete the CPR/LAD Tab on a TR Page?
  • TFNRegistry UI: How do I Use the Acting As Feature for the TR Page?
  • TFNRegistry UI: What Happens When the Acting As, Controlling Resp Org and Template’s Resp Org are the Same for the TR Page?
  • TFNRegistry UI: What Happens When the Acting As and Template’s Resp Org are the Same while Controlling Resp Org is Different for the TAD Page?
  • TFNRegistry UI: What Happens When the Acting As Resp Org is Different from the Template’s Resp Org and Control Resp Org for the TAD Page?
  • TFNRegistry UI: What are the Acting As TR Functions and their Descriptions?
  • TFNRegistry UI: How do I Use Auto-Formatting on a TAD?
  • TFNRegistry UI: How do I Use my Enter Key on the Keyboard on the TR page?
  • TFNRegistry UI: How do I Use the Retrieve Icon on a TAD?
  • TFNRegistry UI: How do I Search for a LAD Label or Value on the LAD Tab for TAD?
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