Most Recently Used Templates

You can use the most recently used templates list to select a recently used template without having to open the Select a Template dialog box. The number of recently used templates that appear in the list is set by you or your system administrator when configuring your Infor CRM options.

If the Write menu is unavailable, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Web Client login screen.  The recently used template list does not automatically update when a template no longer exists. If you select a template from the list, and the template has been deleted, or you no longer have access to the template, a message informs you that the template will be removed from the menu. Contact your administrator if you require access to the unavailable template.

To select a template from the most recently used templates list

1. From the Write menu, select to write an e-mail, letter, or fax using a template.

A list of recently used templates is displayed for your convenience.

2. Click the template you want to use.

Related Topics

Using Templates

About the Write Menu

Using Mail Merge