Tip of the Week – Rename and Remove Custom Products

Tip of the Week – Rename and Remove Custom Products

In this edition of  “Tip of the Week”:

 

Have you created a custom product that you would like to rename or completely remove from your master template file?

 

In previous software versions, deletion or renaming of a custom product was not an option. Therefore if a custom product had been created in the base template and was no longer needed, the user acquired a long list of unusable custom products. 

How to rename and delete custom products:

1. With the Profile Tab open, select the “Custom Usage” tab. Click on the [Lookup…] button to bring up all the custom products that have been previously created.

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2. Once the “Lookup Product Family” window opens, there will be a list of all the custom products. Select the one to rename or delete and click on “OK”.

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3. The custom product that was selected will now appear in the free type field immediately to the right of the Lookup button. To the far right of this will be the [Rename] and [Remove] buttons. Click on the appropriate button, and the custom product can be renamed or removed from the file.

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Check out our Training Options at Prebuiltml.com/training


If you want to learn more about Rename and Remove Custom Products, click here for the Knowledge Base article.

 

Questions?  We want to know! You’re our #1 priority!

Please contact Software Support with any questions or concerns that you have. You can create a support ticket by going to your account at www.PrebuiltML.com or give us a call at 866.203.4023.

Also, check out our  Support Page

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