Difference between revisions of "Base Task Templates"

Revision as of 14:32, 5 June 2018

Base Task Templates

Keyfax Inter•View includes the facility to create Tasks – Call Logs, Mail Merge Letters and Emails – (see Section 2 for setting up Tasks) Select Task Templates from the sub-menu

The Navigation Pane

This shows the Template Selection with various pre-defined Categories:

• Email – Email Templates used for Tasks, generating Emails from Scripts
• Letter – Letter Templates used for Tasks, generating Letters from Scripts
• Note – note Templates for generating notes to pass to Contact•View
• MISAction - note Templates for generating notes to pass to MIS
• MISEmail - Templates used for Tasks, generating Emails in MIS
• MISLetter - Letter Templates used for Tasks, generating Letters in MIS

MIS captions are only visible if MIS-AMS CRM integration is enabled.