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2.3. Editing templates
To open an existing template, select the "Choose Existing" button as shown below and then locate your template from the list.
Locate your template and click the label to open. Active templates are indicated by the green tick icon.
Your template will open. You can edit the template Name, Folder and Type.
Templates can be created by adding static text along with RubiCRM "Merge" fields.
Merge fields allow your RubiCRM to merge information about selected Contacts with the actual values.
For example, the #ContactFirstName# merge field will replace a Contact First Name in the appropriate position.
Click the "Merge Field" button in the Editor to view available merge fields.
Click the item to add to the Editor at the cursor position.
Your RubiCRM can also generate Word or PDF documents. These documents can be saved to a client record or sent out via email.
Create your Word document with the correct text and RubiCRM "Merge" fields.
Use the "Upload File" button to upload a copy of the Word document to the correct template.
When generating an "Interaction" for a Contact, select your Contact. Any templates with an attached Word document will have "(Word)" in the label. Choose the appropriate file type to generate document for your contact.
Once generated you will receive a notification in the bottom right side of your window.