Modifying an Existing Template

CDK Vehicle Dashboard

To modify an existing template, such as to add/delete lines or to change the fields on exiting lines, follow these instructions.

To Add Template Lines

1. From the main Account Mapping screen, click Add (lower right corner).

2. A blank line appears at the bottom of the Template Lines area.

3. At the Target Location field, use the drop-down list to select a location.

4. At the Account Number field, enter the account number to which the data should be sent. If you are unsure of the account number to use, click the search icon (magnifying glass) to open a window that allows you to use various criteria to search for the account number.

5. For the remaining fields, use the drop-down lists to select appropriate entries. Click a field’s Calculation Builder icon (calculator) to open a window that allows you to customize the entry.

Delete Template Lines

1. Select the check box at the far left of the template line.

2. Click Delete to remove the line.

Changing Fields on Existing Template Lines

Position the cursor in any field you wish to change and type your new entry. If you are unsure about what to enter in a field, refer to steps 3, 4, and 5 in the Adding Template Lines section of this document.