BillTo Template + JSON Manager

Customer records, the templates behind them, and the tools to keep them tidy. Prefer the original single-page layout? Turn on Classic view in the menu.

Template Editor

Template Name

Tree	Type	Searchable	Visible	Required	Linkable	Repeatable	Rules	Actions

Search Field Order

Drag items to define index and priority in search suggestion matching.

Role Access Controls

Administrators always see everything. For each role choose whether every Record Editor block is shown, disabled (visible but read-only) or hidden. Accounts, roles and individual permissions are managed in Users & Access.

Role

Record Editor

Single workflow editor for base and template-generated fields.

Find Existing Record

Template for this record

Name

Phone

Address

City

State

Extra Nested JSON (object only)

Output profile

Template Fields

Auto-generated editable fields from the active template. Values save into the same record JSON.

Device Presets

Device Group

Row #

Preset

Preset Name

Quick Add Device Field

Record Search (Debug)

Suggestions use template searchable toggles and drag-ordered index.

JSON Preview

Conditional & computed fields (trace)

Every field of the active template with a "show only when" predicate or a computed value, evaluated against the record on screen (6.6).

Data Migration (Saved Records)

Move or copy existing saved values from one field path to another across all records. You see how many records are affected and confirm first; an undo copy of the configuration is kept (Config & Backup).

Source Path

Target Path