Knowledge Base
< All Topics
Print

Template

PostedDecember 17, 2023
UpdatedDecember 21, 2023
BycrmSeries

Adding a Template Category

Categories are a way to group like templates within crmSeries. As an example, all sales quote templates might be grouped together and categorized as Proposal. Follow the steps below to add a new category.

  1. When logged into crmSeries, select your name from the upper right, then select System Admin. NOTE: If you do not see the System Admin option, you do not have administrator rights.
  2. From the system administration menu, select Output Templates, Category.
  3. From the Category list, select the Add button.
  4. Enter the Category Name, select a Record Type that the template will be used with. The Record Types are.
    1. Inventory Request – Documents used with the crmSeries Inventory Request module.
    2. Meeting – Documents used with the crmSeries Meeting module.
    3. Parts and Service Quote – Documents used with the crmSeries Parts and Service Quote module.
    4. Sales Quote – Documents used with the crmSeries Sales Quote Module.
    5. Sales Quote Equipment – Documents used with the crmSeries Quote module and will be related to the specific equipment on a sales quote.
    6. UC Measurement – Documents used with the crmSeries Undercarriage Wear Measurement module.
  5. Quote Internal Result – If the document should only be available if a machine on a sales quote was set to Won. This is primarily used when setting up a sales agreement when a deal is won.

Editing a Template Category

  1. To edit a Template category, select the edit icon (pencil) to the right of the row to edit.
  2. Make the necessary modifications and select the Save icon (Diskette). NOTE: Select the Cancel icon (X) to cancel the update and close the row.

Deleting a Template Category

  1. To delete a Template category, select the Delete icon (Trash Can) to the tight of the row to delete.
  2. At the prompt, select Yes to delete or No to cancel the delete. NOTE: Deleting a category that is in use with existing templates may cause issue with the templates.

Adding a New Template

crmSeries allows two types of templates, Microsoft Word and Acrobat pdf, that can be uploaded for merging crmSeries data. Below are the steps for uploading the templates.

  1. When logged into crmSeries, select your name from the upper right, then select System Admin. NOTE: If you do not see the System Admin option, you do not have administrator rights.
  2. From the system administration menu, select Output Templates, Output Templates.
  3. From the Template list, Select the Add button.
  4. Enter the template information into the template form.

    1. Category – Select the category type for the template. NOTE: For adding template categories, see the Adding Template Category.
    2. Template – Template Name
    3. Add File – Drag and drop the template to add or select the Browse button to navigate to the template to upload.
    4. Template Type – Select PDF or Word
    5. Description – Description of the template.
    6. Select the Save button.

Editing a Template

  1. When logged into crmSeries, select your name from the upper right, then select System Admin. NOTE: If you do not see the System Admin option, you do not have administrator rights.
  2. From the system administration menu, select Output Templates, Output Templates.
  3. The Template list will appear and included the following columns.
    1. Category – Category associated with the template.
    2. Template – The name of the template. Selecting the template name link will download the template.
    3. Template Type – The Template Type is either a pdf or a Word document.
    4. Scope – Defined the focus of the data that will be merged into the template.
    5. Description – Description of the template.
    6. Fields – Only used for a Template Type of pdf. Provides a link to the field mapping between the pdf document and the crmSeries fields. NOTE: For additional information about how to map pdf fields see the section, “Mapping pdf Fields.”
    7. Signable – Only used for a Template Type of pdf. Indicates if the template is signable.
    8. Convert to PDF – Only used for Template Type of Word. If selected, a Word template will be converted to a pdf document type when the document is selected.
    9. Manage – Icons used to edit or delete the template row.

Mapping pdf Fields

  1. When logged into crmSeries, select your name from the upper right, then select System Admin. NOTE: If you do not see the System Admin option, you do not have administrator rights.
  2. From the system administration menu, select Output Templates, Output Templates.
  3. From the Template List, select the number link under the Fields column. NOTE: When adding a new template follow the steps under the section “Adding a New Template”.
  4. From the Mapping Field List, double click on the row to edit. This will open the Field Mapping form.
  5. From the Field Mapping form, enter the values.
    1. Mapping – List of crmSeries fields that will map to the pdf template field.
    2. Calculation – Select if the mapping fields will be calculated. As an example, if the mapping fields selected are sale price + sales tax, then calculation should be selected.
    3. Data Type – Data Type, either Text or Numeric.
    4. Output Format – Determines how to format the data on the pdf. The format is either, None, Currency, or Percent.
Table of Contents