Editing Saved Import Templates
There will be times when you want to edit your saved Import Template.
Select the File Menu from the top of Easy Access and choose the Import menu and Edit.
You must first have saved an Import Template before the Edit menu will be visible.
The Import Wizard will appear with a list of your saved templates. Select the template you want to edit, and click Next. Click the Cancel button to cancel the Import Wizard.
Your template settings will then be loaded into the Import Wizard. Follow the Import Wizard Questions, make any necessary changes.
The changes will not be saved unless you actually import the records
Deleting Templates
Follow the steps described above, but instead of clicking the NEXT button, click the Delete button after selecting the template you want to delete.