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 Author  Thread: Write Templates
Tom
Posts: 58
 
Write TemplatesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 10 Apr 08 3:09 PM
Does anyone know how to add additional custom template folders (when doing mail merges) in SalesLogix so you can categorize your templates other than by: Email, Fax, Memo and Letter

Thanks

[Reply][Quote]
Bob (RJ)Ledger
Posts: 1103
Top 10 forum poster: 1103 posts
 
Re: Write TemplatesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Apr 08 5:13 PM
Like most everything else that's "family" oriented in SalesLogix:
Picklist.....
Look at Plugin Families tab...
Template Types
And be sure and provide Code AND Item.. and do NOT delete/modify the OOTB SalesLogix provided values.
--
RJLedger - rjlSystems
[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: Write TemplatesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Apr 08 11:00 AM
How do I call 'invisible' templates from a Script....is there a way to not release templates or store them in a System Family, or a 'null' family so that a user can't invoke/see them from the Merge Folders popup.....and only can be invoked from a script or developer controlled environment?
[Reply][Quote]
Tom
Posts: 58
 
Re: Write TemplatesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Apr 08 12:15 PM
Thanks, helpful as always!
[Reply][Quote]
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