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How do I create a plan template in PT-X DDM?
If you are looking to create plan templates please follow the instructions below:
1. Login as an administrator.
2. Click on the 'Settings' tab.
3. Create plan templates.
4. Fill in the fields and save.
Please note: If you wish to edit the frequency and amount when using the plans please tick the box that says: Allow users to set when selecting the plan.