From CommenceCRM-Help
Jump to: navigation, search
m (fixed dead-end page; added link back to Module Settings page)
 
(6 intermediate revisions by the same user not shown)
Line 1: Line 1:
Commence On-Demand gives you the capability to develop and manage templates that suit your company needs.  The following template types can be developed and maintained:
+
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.   
Print Templates E-Mail Templates Sales Proposal Templates Support Ticket Templates
 
  
Managing Print and other Templates-
+
To create a new template:
  
Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer. Use the steps outlined below to create a print template.
+
1. Select '''Administration''' from the '''Quick Links''' section.
  
1. From the   Tab, select Administration.
+
2. Select '''Module Settings''' from the '''Administrator''' section.
  
2. Then select Module Settings from the administration listing.
+
3. Select Template Management.
  
3. Select the Template Management module in Administration
+
4. Click the '''New Template''' button.
  
4. Next click the New Template button to create a new template.
+
5. Enter the name in the '''Template Name''' field.  
  
5. Type the Template Name for your New Template.
+
7. Select the template type from the drop down list.  
  
6. The Template ID number is automatically assigned.
+
8. Enter the content for the template, using the formatting buttons to create the look of the template.
  
7. Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.
+
9. Click the '''Save''' button. ''The template is saved and an ID number is automatically assigned.''
  
8. Enter the content for the template, using the formatting buttons to create the look of the template.
+
'''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.
  
9. Select the Save button to save the print and other templates.
 
  
The sample below shows the template design tool which allows you to build and modify your document.  You may also use HTML script and graphics for professional looking documents.
+
== Email Templates (Premium Email Feature) ==
  
If creating an HTML template, copy your Source from your HTML file, click the “SOURCE” button in the Commence template design tool (circled below), 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.
+
Users can save their own personalized e-mail templates. The creation process does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.  
  
Email Templates (Premium Email feature)-
+
1. From the Email module, click '''Compose''' to create a new email message.
  
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.
+
2. Enter and format the body of your message and attach files as needed.
 +
 
 +
3. Click '''Save Template''' to save your changes. Your new template will appear on the '''Load Template''' list next time you compose an email message.
 +
 
 +
Return to [[Module_Settings|Module Settings]]

Latest revision as of 20:30, 7 June 2013

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)[edit]

Users can save their own personalized e-mail templates. The creation process does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.

1. From the Email module, click Compose to create a new email message.

2. Enter and format the body of your message and attach files as needed.

3. Click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an email message.

Return to Module Settings