New English-language HTML templates
Sage CRM provides the following new English-language HTML templates for merging a record to Word or PDF:
|
Template file |
Entity |
Category |
|---|---|---|
|
Customer Service Response Template.html |
Case |
Support |
|
Case Progress Confirmation Template.html |
Case |
Support |
|
Complaint Resolution Template.html |
Case |
Support |
|
Case Update Notification Template.html |
Case |
Support |
|
Initial Inquiry Acknowledgment Template.html |
Lead |
Marketing |
|
Product Information and Pricing Template.html |
Lead |
Marketing |
|
Introduction to Sales Team Template.html |
Lead |
Marketing |
|
Case Study-Success Story Template.html |
Lead |
Marketing |
|
Prospecting Introduction Template.html |
Opportunity |
Sales |
|
Needs Assessment Letter Template.html |
Opportunity |
Sales |
|
Proposal Letter Template.html |
Opportunity |
Sales |
|
Thank you letter Template.html |
Opportunity |
Sales |
|
Letter to CEO Template.html |
Person |
Sales |
|
Letter to CFO Template.html |
Person |
Sales |
|
Letter to CTO Template.html |
Person |
Sales |
|
Letter to COO Template.html |
Person |
Sales |
A user can access these templates by completing the following steps:
-
Open a record.
-
Select Merge to Word or Merge to PDF.
-
Filter the list of available templates by the corresponding entity. Set all other filters to All.
On a Sage CRM server, a system administrator can find these new templates in the following location:
%ProgramFiles(x86)%\Sage\CRM\<InstanceName>\Library\Global Templates\US
