Navigation:  The User Interface > What is in Simplicity > Main Menu > Master Data > CRM Template Program Navigation: Simplicity > toolbar Frame > Master Data > CRM Templates

·CRM records can be captured by either constructing the record from the ground up each time or by use of Templates.

·Templates is a pre-formatted layout that can be used to create a custom communication in Simplicity.

·CRM templates are a starting point for a new communication that will be used repeatedly. These templates can be used when creating new CRM records that will be used to communicate with the client through a certain communication medium (eg. Calls/Emails or SMS)

·Templates also contain Merge fields which are fields that the user can insert into a template to incorporate values from the selected client's data that is saved in Simplicity, this will insert the client's specific details rather than just a generic hello.

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This is an example of the CRM Template browse

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The following tabs can be accessed from the CRM Templates Window:

·Call Template

·Email Template

·SMS Template

·CRM Communication

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General Features available in this window:

Ø        Insert

Ø        Change

Ø        Delete

Ø        Close

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