Create Excel Template

You can use an Excel template with hotprint to output one or more values from the database. For example, you can create a quote printout which contains detail of the quote header and includes a table listing all the quote lines.

Creating the Template

To create an Excel template:

1. Open Excel.
2. Select New.
3. Enter the text for the template.
4. To insert database fields for single values — for example, Company Name (equivalent to Bookmarks in Word):
   • Select the cell.
   • Select Insert + Name + Define.
   • Enter the bookmark name or paste it from the COM Interface.
   • Select Add.
   • Repeat for each field.
5. To insert database fields for multiple values — for example, Quote Line.
   • Select the bookmark name or paste it from the COM Interface.
   • Repeat for each Merge field.
   • Select all the merge field cells.
   • Select Insert + Name + Define.
   • Enter the Name for the Group — for example, CRMQuoteTable.

     The table names are pre-defined. When defining a table ,you must use the exact table name listed in the COM Interface, for the table you are using:

     • Quote Table: CRMQuoteTable
     • Booking Activity Table: CRMBookingActivitytable
     • Booking Booking Table: CRM BookingBookingtable
     • Job Quote Activity Table: CRMQuoteJCActivityTable
     • Job Quote Employee Table: CRMQuoteJCEmployeeTable
     • Job Quote Inventory Table: CRMQuoteJCInventoryTable
     • Job Quote Sales Table: CRMQuoteJCARSalesTable
     • Contract Table: CRMSVContractServiceLevel
     • Call /Service Request Secondary Assets Table: CRMSVRequestAssetTable
     • Call /Service Request Action Plans Table: CRMSVRequestActionPlansTable
6. Select Add.
7. Save the file with the extension .xltx.
8. Enter the name of the template and save it in your Greentree templates directory.

   Note: Your system sdministrator can define this new template as your Default template.

9. You can:
   • Select CRM > System > Setup > Templates Sheet (for all CRM users).
   • Select System > User Maintenance, followed by preferences for specific user, then click the CRM button.
   • Add this as your specific template by selecting File > Preferences then clicking the CRM button.

Testing the Template

To test the template:

1. Open a quote with multiple lines.
2. Click the Print button.
3. Select the Excel template.
4. Generate the Excel spreadsheet.
5. Update the template.