How to Edit a Template

You use the Maintain Templates page to view and edit existing template information. You also use this page to link a template with keywords. This template information is used in the Letter Generation process.

Optionally, you can:

• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.

• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit a Template

1. On the Ct Mgmt menu, point to Maintenance, and then click Templates.
2. To edit a template, on the Maintain Templates page, in the Maintain Templates table, click the appropriate row.
3. In the Template panel, complete the fields.
4. On the Template action bar, click Save.

See Also

Maintain Templates Page

About Maintaining Templates

About Maintaining Keywords

What Is Contact Management Maintenance?

About Contact Management

Version as of 5/16/14.