Maintain Templates

The \CRMTemplates directory contains standard templates for both Microsoft Word and Microsoft Excel. You can use

• Bookmarks in Word templates to denote a CRM field — for example, in a letter template being sent to one contact.
• Merge fields in Word merge documents to denote CRM fields. These are used to merge a list of contacts when creating a communication to a number of people or printing labels.
• Names in Excel to denote CRM fields.

To maintain templates:

1. Open the template in Word or Excel.

   Select the .dot (Word) or .xlt (Excel) template to open.

2. To change the text in the template, update the text.
3. To change the position of bookmarks, merge fields or names, cut them and paste them in a new position in the document or spreadsheet.
4. Save your entries.