https://accelerator.crmtogether.com/index.php?action=history&feed=atom&title=Word_Templates 2026-05-21T01:06:20Z Revision history for this page on the wiki MediaWiki 1.40.0 https://accelerator.crmtogether.com/index.php?title=Word_Templates&diff=309&oldid=prev 2014-03-19T15:20:06Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 16:20, 19 March 2014</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">'''Please note that support for the WORD toolbar will cease as of the next release - March 2014'''</ins></div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">*Support for mail merge via the IE toolbar will continue</ins></div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>The Templates button displays 3 options</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>The Templates button displays 3 options</div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td></tr> </table>

Sagecrmw https://accelerator.crmtogether.com/index.php?title=Word_Templates&diff=200&oldid=prev 2011-11-19T18:48:03Z

<p>Created page with &quot;The Templates button displays 3 options <a href="/index.php?title=File:Wordtemplates1.png" title="File:Wordtemplates1.png">File:wordtemplates1.png</a> 1. Get Template will display the current templates from CRM <a href="/index.php?title=File:Wordtemplates2.png" title="File:Wordtemplates2.png">File:wordtemplates2.png</a> From here you doub...&quot;</p> <p><b>New page</b></p><div>The Templates button displays 3 options<br /> <br /> [[File:wordtemplates1.png]]<br /> <br /> 1. Get Template will display the current templates from CRM<br /> <br /> [[File:wordtemplates2.png]]<br /> <br /> From here you double click to select the template.<br /> <br /> 2. Get Template and Merge will do the same as one but when the document is downloaded an opened in MS Word it will then attempt a Mail Merge based on the current entity.<br /> <br /> 3. Save as Template allows you to create new templates (Editing existing ones is not possible). Users must have either &quot;Info Manager&quot; or &quot;Administrator&quot; rights to allow this.</div>

Sagecrmw