I want to manage payment template list views

  • To apply a templates list view to the templates list, select the view’s name in the top right of the Payment Templates screen.

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    To create and apply your own customised templates list view:

    1. Apply any filters and column changes required to get the view you want displayed.

    2. When you’re ready, click Save View to display the Save List screen.

    3. Enter a name for your view.

    4. Click Save to save your new view.

    Once you’ve saved your customised view, you can select it from the View drop-down list on the Payment Templates screen whenever you need it.

  • To change, copy, delete or assign a default templates list view:

    1. Click Manage to display the Manage Views screen.

    2. Tick the box next to the name of the view you’re interested in.

    3. Click Modify if you want to edit the selected templates view:

      • To apply a sort to the view using a template data column, select the column you want to use and select whether you want the sort applied in ascending or descending order.

        If you want to apply another sort, click Add More.
      • To select specific template values to show in the view, click + next to the type of template value you want to include, then, depending on the type of value you’re using, tick the box next to each value you want to include in the view or select a value operator and enter a filter value.
      • When you’re ready to save your changes, click Save.

      Click Delete if you want to delete the selected templates view. A message is displayed, asking you to confirm you want to delete the view. Click Yes to delete the selected view.

      Click Duplicate if you want to copy the selected templates list view. A message is displayed, asking you to confirm you want to copy the view. Click Yes to copy the selected view. You can then edit the copied view to get the exact view you want.

      Click Set as Default to save the selected templates view as your default view.

    To print the templates list view currently displayed on the Payment Templates screen, click Print.

    The list will be generated as a report which you will need to save in PDF format to print.

    To export the templates list view currently displayed on the Payment Templates screen to a CSV file, click Export.

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