”Document template”

We found 58 results!
User Guide

Email Templates: Testing Links

…email template as a PDF by following the instructions below. Even though the instructions talk about printing, this means that the wanted template is saved to the computer as a…

Admin Guide

– CONTENTS –

…users by the system. Email Templates Creating and editing email templates used all around the system. Document Templates Creating and editing document templates used in modules. — Document Templates –…

Update Release Notes

2023-01-12 January Release Notes

…(additional settings panel) Mail Scanner now supports Microsoft OAuth 2.0 authentication Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA…

Technical Guide

The SOAP Interface

The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….

User Guide

Mass event triggers

…about creating email templates can be found in the instruction: Email templates: Creating emails. Start Mass event triggers can be maintained on the Triggers tab. The view shows the triggers…

User Guide

Sales Orders

…The language of the invoices, if in use. Template – The invoice template for the invoices, if in use. Description – The description of the template, which is copied for…

User Guide

Mass Invoicing

…the Mass invoicing template, the actual invoices can be created. This starts with opening the created Mass invoicing template and pressing the Actions button . This will open a view…

Help & Glossary

…membership information and event registrations can be handled effortlessly. Target group = Compilation of targets that can be personalized for things like email marketing, telephone contacting, etc. Template = Templates…

Admin Guide

Portal Settings

…All the email templates used in portal settings are created in Settings → Email Templates) Reset password template – the email template used, when the customer asks for a password…

Update Release Notes

2022-10-06, October Release Notes

…content; a new function for several automations and data maintenance procedures Downloaded document templates now show diaresis correctly Type fields in Organizations and Relations are no longer forced to be…

Update Release Notes

2024-01-04 January Release Notes

…all activities in the current month instead of limiting it to 500. The issue where the existing document template resulted in an error when the user wanted to change the…

Update Release Notes

2023-06-01 June Release Notes

…show data component to email that links to the email template which is used. When mail is sent by module tools, the component shows what the user has written and…

Admin Guide

Password reset settings

…is Email Only, a new password can be set directly via the link sent to the email entered by the user. Email template for password reset The password reset template

Admin Guide

Tags in Emails Sent by Module Tools

…tools there are specific fields for the email recipient, subject and body text: Email document template (Generic), Notify User (Generic) and Mail reminder (Invoice). Tag can be used in fields…

Admin Guide

Target Groups

…The person assigned to this group. If the target group relates to an email template, you will need to add the wanted email template to the field Send email template….

Admin Guide

Mail Scanner

…emails. This is done in Settings → Email Templates by editing the Change Comments template (see the picture below). The picture below shows an example of a template, that is…

Technical Guide

CRM-service Active Directory Integration

CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…

Admin Guide

CSV Import

…mappings that have passed validation. The log and mapping files can be found under the corresponding folders under the Csv2Crm folder in the user’s Documents folder. Checking the Settings Before…

Technical Guide

CRM-service CIWS Library for SOAP

…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } }   All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…

General Terms

…imported to the Service. File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a…

Service Security Overview

…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…

User Guide

E-Signing

E-Signing E-Signing is a separately activated feature, which allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM. No separate…

Update Release Notes

2023-10-05 October Release Notes

…easier to read, added “Amount” value to the potential list that opens when the user clicks the chart. E-sign E-sign supports signing groups. E-sign has a new document settings tab,…

Admin Guide

Setting up the Discussion Tool

…button (see the picture below). In the email notification picklist, you can select the email template (for more information about creating the templates, see Email Templates) and in the automatic…

Contact Center

Contact Portal

…send the contacts email templates that are branded for the company. Therefore in example provide the potential customers with additional information. The managers can create survey templates, that are completed…

User Guide

Complete Guide to Filters

…the filter template to customize it to your liking. Users have the ability to adjust or delete their filters to suit their individual requirements. To retrieve information from another module,…

Update Release Notes

2023-08-03 August Release Notes

…fields correctly on different mobile devices. Fixed an error where document templates gave an error if there was a group user without a first name attached to it as a…

Update Release Notes

2023-12-07 December Release Notes

…been added to the billing company information to add a logo that can be used for billing. To prevent overlapping information, document template tags can be used to specify more…

Update Release Notes

2022-06-09, June Release Notes

…individual contacts in the new interface You can now use a module tool in the contacts module to send an email template to an individual contact. The tool can be…

User Guide

Mass Events

General CRM-service provides a tool for event management called Mass Events. The tool is used in cooperation with contacts (the attendees), surveys, e-mail templates, and invoices. Custom fields, dynamic fields,…

Contact Center

Contact Center – SMS Messages

…side of the view. Select the number to display in the message is where you can switch the number that is shown to the receiver. Choose template is where you…

User Guide

Linking survey to email

…In this guide, we will show an example of both. Start For this guide, we assume you already have an email template for sending this survey. Go to the entity…

Update Release Notes

2024-02-01 February Release Notes

…a new feature, Mailing Tool Advanced and Professional products will no longer include the Powered by CRM service logo. This only affects new email templates, and old templates and their…

Update Release Notes

2024-04-04 April Release Notes

…instead of the ID number. Added support for Sales Orders, Quotes, Invoices and Potential tags, allowing those tags to be added to email templates. These tags are not available in…

Update Release Notes

2023-02-02 February Release Notes

…that the work is started. Entity Selection Pop-Up fields are as default the same as in the Default list on filters; Campaign, Spaces, Files, Vendors, E-mail templates and Mass-Events Entity…

Update Release Notes

2023-04-20 April Release Notes

…and merging them into a single PDF. Mass Invoicing Mass invoice symbols now work as a link so mass invoicing templates can be edited with ease. When creating one-time mass…

Update Release Notes

2023-05-04 May Release Notes

…paid invoices. Partial reminders and pre-paid invoices. Disabled by default as this should be noticed in the PDF template of the invoice. RI-message handling Added support to handle DELETE-messages correctly…

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