Shared Template Details
The table below describes the fields on the Shared Template Details page.
|
Field |
Description |
|---|---|
|
Type |
The type of template.
|
|
Category |
The area of business relevant to the template. |
|
Owner |
The owner or author of the template. This must be a Sage CRM user. |
|
Team |
Users belonging this team can access the template. None: The template is available to all users. |
|
Status |
The current status of the template. |
|
Language |
The language in which the template is written. |
|
Active |
Yes: Users can select the template. No: Users cannot select the template but the template is available in <My Profile> | Administration | Email and Documents | Document Templates. |
|
Entity |
The context in which the template is available. For example, if set to Opportunity, the template is available when a user belonging to the team specified in Team performs a mail merge in the context of an opportunity. None: The template is unavailable. |
|
Description |
A short description of the template. Complete this field to help users select the most relevant template. |
|
Quick Template |
The template is used as the default quick quote or quick order template. |
