SF255 Template Editor

Use the SF255 Template Editor to create and maintain SF255 templates.

Ajera CRM SF255 Proposals is installed with a set of default merge templates. These merge templates are Rich Text File (.rtf) documents that have merge codes to put a copy of data from the Ajera CRM database into an SF255 proposal. Each default merge template is related to a page of the SF255 form.

You can make other template sets by copying, renaming, and changing the default set.

To change the default merge templates, you can:

  • Enter new SF255 merge codes, to change the data that is copied to the proposal record from the Ajera CRM database.

  • Add fields to the templates that you make.

  • Change the format and layout of the SF255 form.

Related topics:

  • Default SF255 Templates
    Ajera CRM Proposals is installed with a set of default merge templates for SF255 proposals. Merge templates are Rich Text File (.rtf) pages. To use the default templates, select Vision Default Template from the Template Set Name drop-down list on the SF255 Template Editor dialog box.
  • Procedures
    You can modify template sets for SF255 proposals.
  • Screens
    Modify templates for SF255 proposals on the SF255 Template Editor dialog box.
Parent Topic: Proposals Overview