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HTML Formatting - HTML Templates

This page describes using HTML Templates in Customer Letters in Standard ERP. Please refer here for more details about HTML formatting.

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If you are using HTML formatting in Customer Letters, you can use HTML Templates to help ensure each Customer Letter is formatted correctly so that it conforms to corporate identity.

To create a new HTML Template, simply open the HTML Template register in the Email and Conferences module and create a new record:

Enter a Code and a Comment, and use the area that occupies the majority of the screen to design the HTML Template. The HTML tools are same as those in the Customer Letter window, as described here.

When you tick the HTML box in a Customer Letter, a Template field will be added to the Customer Letter window:

Use 'Paste Special' from this field to choose the HTML Template than you need. The Template will be brought in to the 'Text' card of the Customer Letter:

Choose the HTML Template before adding any text to the Customer Letter, because the HTML Template will overwrite any text that you have already entered.

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The Customer Letter register in Standard ERP:

• Introduction
  

• Entering a Customer Letter
  

• HTML Formatting, including:
  
  • HTML Templates
  
  
• Inspecting Customer Letters and Marking them as OK
  

• Printing Customer Letters
  

• Operations menu
  

• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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