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Write Templates
Posted: 10 Apr 08 3:09 PM
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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
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Re: Write Templates
Posted: 11 Apr 08 5:13 PM
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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.
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RJLedger - rjlSystems |
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Re: Write Templates
Posted: 12 Apr 08 11:00 AM
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| 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? |
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