Working with the Most Recently Used Templates

You can use the most recently used templates list to select a recently used template without opening the Select a Template window. The number of recently used templates that appear in the list is set by you or the system administrator, while configuring the Infor CRM options.

Note: 
  • 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 deleted template from the list, or you no longer have access to the template, template removal message is displayed. Contact the administrator to access the unavailable template.

To select a template from the most recently used templates list:

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

    A list of recently used templates is displayed for convenience.

  2. Click the template to be used.
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