What does this section cover?

What are the Communication Templates?

Communication Templates are used during the creation of new communications to automatically set specific information. 

Selection of Communication Templates via the Communication data entry page depends on the organizational unit that the user used to log in, which should be included in the allowed organizational units of that template and based on the life cycle state of the communication templates which should be effective. 

On applying a communication template all the values that are defined in the communication template are copied to the communication. If the communication template includes tags, then those tags are replaced with the actual data values in the same way as you manually use tags. 

Creating, Editing & Deleting Validations & Restrictions

Communication Templates attributes 

Defining your own Communication Templates tailored to your company's needs

1. Navigate to MODULE CONFIGURATION > CRM APPLICATION > COMMUNICATIONS > SET UP COMMUNICATION TEMPLATES 
    
2. Either search for an existing one or from the top menu click on "NEW"
   
    

3. MAIN INFORMATION

   1. Provide the required information

      1. Name
      2. Alternative Code
      3. Life Cycle State: By default is set to Not Effective. Change to effective from the drop-down
      4. Description

4. TEMPLATE VALUES

   1. Provide the following information
      1. Direction
      2. Media
      3. Category
      4. Subject: Use plain text or communication tags as described in the Attributes section above
      5. Content: Use plain text or communication tags as described in the Attributes section above.
         The related entity, whose tags were used, will be saved in the communication template so it can be later on used for filtering available communication templates. 
         The WYSIWYG editor is available to be used only if media Email and Letter are selected.
         Visit Creating Communications for more information 

5. ALLOWED ORGANISATIONAL UNITS

   1. Click on "ADD" and select between
      1. COMMUNITY
      2. GROUP
      3. UNIT
   2. Use the Search modal to select the Organisational unit you would like to add.
   3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

   

    

6. LOG INFORMATION

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

7. From the Top Menu click on "SAVE"

Deleting Communication Templates

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied