Is there any way to create a custom template to save and use for new records?

Hi @Shopchops

We do have a custom template feature in beta. 😃 I couldn't say when that'll roll out to everyone, but it is a use case that we're aware of and our product team is evaluating. If you have a 1Password Business account and would like to try it out, navigate to https://start.1password.com/settings/beta and enable the beta features checkbox. Then you can create and manage templates at https://start.1password.com/templates/

If you're not using 1Password Business, or would rather not beta test, you may want to consider using customized Secure Notes for this purpose. You can read more about our suggestions around that, here:

• Making the most of Secure Notes
• Customize your 1Password items

I hope that helps!

Ben