Create Template Dialog Box

Use the Create Template dialog box to begin creating a template that will be merged with Ajera CRM data to create PowerPoint presentations.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. In PowerPoint, click the Add-Ins tab.
  2. Click Deltek Ajera CRM on the toolbar.
  3. Click Create Template.

Contents

Field Description
Create presentation template for Select the Info Center from which you will merge data.
Help Click this button to display the online help.
Create Template Click this button to display the Deltek Ajera CRM Merge Codes dialog box to select tables and fields from Ajera CRM to include in the template.