Just wondering about this too. Is there a way to specify the order of the templates to use?
I can order it in the Correspondence menu when I am in the client file, but I can’t seem to order it in the template editor. I just named my template with !xxxTemplate so it shows first in a client file, but that doesn’t seem to work in the template editor.
I am way more interested in working with the templates I have customized so it would be nice to see them higher in the list on the template editor.
Just out of curiosity, are there others out there that would like to control the order of the templates in the Prepare index? Would anyone like to control the order of the other forms in the Prepare Index?
Am not talking here about the Prepare index, what I am talking about is the long, long list in the Template Editor. If I want to get to the templates for the 2014 T5018, I have to scroll through all the 2015 T1, the 2014 T1, the 2013 T1, the 2012 T1, the 2015 T2… (many others), the 2015 T5018, and finally get to the 2014 T5018…
@BertMulderCGA – I understand what you want, and we have this on our to do list. I’d like to also to understand more precisely what @dufordcpa is looking for, and whether others would like some control over the Prepare Index.
Has anything moved ahead with this issue? Now that there are so many more templates in the editor (including a long list of french ones that I’ll never use), is there any way to turn these off so that we only see what want/need to see?
You can’t turn them off, but we did a bunch of work on making the list more compact, sorting the so English ones are at the top if you are working in English. Also, there is a search box so you can narrow the results you see.