Difference between revisions of "Module Settings/Template Management"
From Commence CRM-Help
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| − | Commence On | + | Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs. |
To create a new template: | To create a new template: | ||
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9. Click the Save button. '''The template is saved and an ID number is automatically assigned.''' | 9. Click the Save button. '''The template is saved and an ID number is automatically assigned.''' | ||
| − | + | Note If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file. | |
| − | |||
| − | Email Templates (Premium Email feature) | + | == Email Templates (Premium Email feature) == |
Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail. | Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail. | ||
Revision as of 16:09, 23 October 2012
Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
To create a new template:
1. Select Administration from the Quick Links section.
2. Select Module Settings from the Administrator section.
3. Select Template Management.
4. Click the New Template button.
5. Enter the name in the Template Name field.
7. Select the template type from the drop down list.
8. Enter the content for the template, using the formatting buttons to create the look of the template.
9. Click the Save button. The template is saved and an ID number is automatically assigned.
Note If creating an HTML template, copy your source from your HTML file, click the Source button in the Commence template design tool, paste the HTML script into the body of the document then click Source again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.
Email Templates (Premium Email feature)
Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.