Readme: How to use this Sharing Center

Welcome to the Activity Templates Sharing Center!

Starting with RangerMSP 5.4 you can easily share Activity Templates in this forum.

In a nutshell
Each Activity Template in RangerMSP can be exported to a file, and uploaded to this community sharing forum.
Use this forum to upload your Activity Template to benefit the community and to download Activity Templates (uploaded by other members) and import them into your RangerMSP application.

By sharing your work you’ll help other members, and you’ll enjoy other members work.
This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating Activity Templates which may be very well-suited for your needs. All Activity Templates can then be further adjusted like any other Activity Template, to fit your specific requirements.


How it Works?
Each thread in this forum should represent and refer to a single shared Activity Template. Other members can provide their feedback by posting a reply to the thread.

To share and upload an Activity Template:

1. In RangerMSP application, go to Settings > Activity Templates.
2. Choose the Activity Template you want to share, click the Export icon from the toolbar, and then choose the file name to export.
3. Login to this forum (if you do not have a forum user click here to register – it’s free!)
4. Create a new thread for each Activity Template you want to share.
5. Provide some details about the Activity Template and how it should be used. This is important for other members to be able to tell if this is what they are looking for. Enter the following details for each Activity Template:
   1. Activity Template name and type (Accounts, Assets, Contracts, Opportunity or Tickets).
   2. How it works and usage examples.
6. To upload the Activity Template scroll down while editing the new thread post, and under Additional Options, click Manage Attachments. Upload the file you exported from RangerMSP and post the new thread.

To import an Activity Template:

1. Login to the forum.
2. Browse the different shared Activity Templates and find the Activity Template you want to use.
3. Click the compressed zip file link attached to the thread to download the Activity Template and save it to your computer.
4. In RangerMSP, go to Settings > Activity Templates, click Import on the toolbar and choose the file you have just downloaded.

Important notes:

1. This is a community forum. The files are not monitored or tested by the RangerMSP team.
2. For troubleshooting with specific imported Activity Templates post your comments and questions under relevant shared Activity Template thread.
3. The shared file is a compressed zip file. For security reasons never manually extract the files included in the downloaded file and execute them manually.

Privacy
No actual data or personal information from your database (like your name or company name) is revealed when sharing Activity Templates with your peers. Only the Activity Template customizations are exported.

Note that if your Activity Template includes activity entries specifying specific employee users, these settings will be removed when exporting. When importing such a template, the user performing the import will be assigned to all such activity entries.

>> Read more about Activity Templates.

Thank you!

The RangerMSP Team