Base Task Templates

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.

Add Template

To add a new Template, highlight the appropriate Category. In the Editing Pane the Base Template Type contains a selection of Templates:

• Email
• Letter
• Note

Select the appropriate template type.

The Navigation Pane now contains the Bookmark Selection, comprising of the Databoxes available (See Databoxes), listed within their Categories. To open a Category click . To close down a Category click To add Bookmarks (Databoxes) to a Template, place the cursor on the Template at the required position and click the  ; to the right of the Bookmark.