SF255 Template Editor Dialog Box

Use the SF255 Template Editor dialog box to create and maintain SF255 merge templates. You can edit the default template set for SF255 forms, or you can make new template sets.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > SF255 Proposals.
2. On the toolbar, click Edit Template Editor.

Contents

Field	Description
Template Set Name	From the drop-down list, select the name for the template set that you want to edit.
Description	Enter a description for the template set.
Detail Grid Description	This field shows the names of the SF255 sections to which the templates correspond.
Page Option	This field shows the page layout description for each section.
Template Filename	This field shows the template's filename, which must end with .rtf.
Update	Click this button to add a modified template to the Ajera CRM database.
Save As	Click this button to open a dialog box and save a template with a different name.
Export	Click this button to export the selected template to Microsoft Word. Then you can open the template in Word and edit it.
Delete	Click this button to delete the selected template from the Ajera CRM database.
Close	Click this button to close the dialog box.