Using the Template Editor

With the Template Editor, you can create a new template or edit an existing template. The editor contains an Infor CRM toolbar which gives you access to the special template functions as well as many Microsoft Word features. The features available depend on whether the type of template you are editing is a Letter, an Email or a Fax.

Since the editor has Microsoft Word embedded, Word toolbars are visible, too. Click Show Word Menu to view additional Microsoft Word toolbars that are not currently visible.

To open the template editor:

1. On the Write menu, select Templates.
2. Do one of the following:
   • Select a private template, and then click Edit.
   • Click New and set the template properties, and then click OK.