Setting or Updating the Properties for a Template

You can set or update the properties for a private or public template when creating, editing, or copying a template. If you are editing or copying a template, some property settings are defaulted to the settings for the selected template. However, you can change these settings if required.

To open the Properties window for a template, in the Manage Templates window, do one of the following:

  • Click Properties.
  • Click New.
  • Select a template and click Edit or Copy.

To set or update the properties for a template:

  1. In the Template Type section, select one of the template types. The default types are email, FAX, and Letter, but your company may provide other types.
  2. In the Name field, specify a name for the new template.
    Note: The name must not include an apostrophe (‘), slash (\), or hyphen (-).
  3. In the Family field, select a family for the template. The default settings are Letter, FAX, and email, but your company may provide other Family types.
  4. In the Main Table field, select either Contact or Lead. If creating a template for use with Contacts, select Contact. If creating a template for use with Leads, select Lead.
  5. In the Owner field, select an Infor CRM user as the owner for the template.
    Note: If releasing a private template to another user, you must copy the template first, then release the copied template to the other user. That way, the private template remains in your list.
  6. Click OK.
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