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Admin Guide

Document Templates – Using Tags in ODF/OOXML Templates

Template Management For example the Word (.docx, .rtf) and Excel (.xlsx) files and PDF and Open Document format files┬ácan be used as document templates for quotes, sales orders, invoices, support tickets, campaigns and invitation events. The templates can be prefilled with images and text. In addition, you can use different tags in the document to […]

Admin Guide

Tags in Emails Sent by Module Tools

Tags in Emails Sent by Module Tools Tags are used in three places in the CRM: document templates, email templates and in certain module tools that send email. In addition to these, you can also use tags in emails in ECP. This guide is about the tags in module tools. You can learn how to […]

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