SF254 Template Editor Dialog Box

Use the SF254 Template Editor form to create and maintain SF254 templates.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > SF254 Proposals.
2. On the toolbar, click Edit, then click and Template Editor.

Contents

Field	Description
Template Set Name	Enter a name for the template set. If you want to edit the default templates, select Vision Default Template from the drop-down list.
Description	Enter a description for the template set.
Detail Grid Description	Enter a description for the template.
Template Filename	Enter a filename for the template.
Update	Click this button to add a modified template to the Ajera CRM database.
Save As	Click this button to open a dialog box that you use to save a template with a new name.
Export	Click this button to send the selected template to Microsoft Word. You can open the template in Word, change it, and save it with a new name.
Delete	Click this button to delete the selected template from the Ajera CRM database.
Close	Click this button to close the dialog box.