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.
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When selecting templates for leads select only templates that end with "(Lead)". |
.Set or update the Properties for a template
Release a private template to another user
Change the template type of a private template
- In the Private Templates list, click the Letter, Fax, or E-mail folder to expand the list of templates.
- Right-click the template that you want to change. From the shortcut menu, point to Template Type, and then click one of the types.
The default types are: Letter, Fax, E-mail.
Add a new template folder
- A system administrator can add a custom template folder by adding a new item to the Template Types pick list. For more information, please contact your administrator.
- System Administrators - Please see "Adding an Item to a Pick List" in the Administrator Help or in the Infor CRM Web Client see the Pick List "Items Tab" topic for detailed steps about adding an item to a pick list.
