When creating record templates for customers, vendors and employees, it is not possible to edit the record template, and the user get's the error. Record template editing is not allowed for table with ValidTimeState enabled templates.
As customers/vendors/employees are the most common record types to has as a template, it makes no sense to block editing these record templates types, and I think an investment here would increase usage and reduce confusion.
See also https://fix.lcs.dynamics.com/Issue/Details?bugId=252760 originating from Ver 8.0
Comments
100% agree with this. The other option is to create template customers that are used when templates need to be updated which just leads to extra customers that remain in the system and settings like Invoicing and hold that has to be changed before you save again. Yes, you can have users work in Excel or something else but come on!
Category: Common