Managing and Selecting Templates

You can use the Manage Templates or Select a Template dialog box to access the Public and Private templates that are available to you.

When selecting templates for leads select only templates that end with "(Lead)".

How Do I?

Open the Manage Templates or Select a Template dialog boxClosed.
  • On the Write menu, select Templates.

Create a new template

Edit a template

Set or update the Properties for a template

Copy a template

Delete a template

Release a private template to another user

Preview a templateClosed

  1. Select a template from the list, and then click Show Preview.
    A secondary window opens displaying the Subject text, Attachment information, and body of the template.
  2. To preview the template with merged data, select the Show Template with Merged Data check box.
  3. To hide the preview, click Hide Preview.

Right-click on a template name to access the shortcut menu (Collapse All, Expand All, New, Edit, Properties, Copy, Delete, and Template Type).

Related Topics

Using the Template Editor

Templates Overview



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at