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

You can perform these tasks related to managing templates:

  • Open the Manage Templates or Select a Template dialog box, On the Write menu, select Templates. Architect users must select Templates on the Manage menu.
  • Create a new template.
  • Edit a template
  • Set or update the Properties for a template
  • Copy a template
  • Preview a template:
    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).

  • 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 SLX Web Client see the Pick List Items Tab topic for detailed steps about adding an item to a pick list.