This section describes how to design and apply templates to standard letters and e-mail messages in the QAD Customer Relationship Management (QAD CRM) application. It discusses the following topics:

Overview
Outlines the functions of the Template Manager module.

Standard Letters
Explains how to manage document templates, design or edit templates, and view templates.

Emails
Describes how to use the Emails option to create and save templates for e-mail messages.

Standard Letter Folder Locations
Explains how to use the Standard Letter Folder Locations option to specify folders to store templates.

A template is a pre-designed file containing prescribed formats, based on which you can create new files. A template ensures that all documents based on it have a consistent layout and format.

You can maintain templates for Microsoft Word documents and e-mail messages in QAD Customer Relationship Management (QAD CRM) through the Template Manager module. To access this module, go to Main Menu|Settings|Template Manager.

Templates are useful for creating multiple documents or e-mail messages having similar content. Microsoft Word templates are used when creating documents using the mail merge facility or the Send Letter option. You use E-mail templates while sending e-mail messages to multiple contacts during a marketing campaign.

The system uses registered templates to automatically create various documents such as campaign catalogs, mailing labels, and business letters. In addition to pre-specified content, a template contains data extracted from specified fields of system tables. This is possible as templates are associated with database queries. Other fields, such as Microsoft Word fields, can also be included in templates.

Using the Template Manager module you can: