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Template Categories
The article demonstrates how offices can define Categories for their Marketing Expenses, Activity Schedule Templates and Letter/Email/SMS Templates using Template Categories within Reapit Sales.
Overview
Template Categories
The article demonstrates how offices can define Categories for their Marketing Expenses, Activity Schedule Templates and Letter/Email/SMS Templates using Template Categories within Reapit Sales.
*Note: Master Users Only
Allows Users to filter by Category when selecting a template to use for improved productivity.
- Click My Office from the main menu
- Click the Edit Details button on the Left Panel
- Click the System Config. tab
- Select System Configuration (Advanced) from the Configuration Option drop-down
- From Other Options: Template Categories - Select Add New Value from the required category drop-down
- Enter new category details and click Save to finish.
