Activity Templates - Revision history

Dina at 07:41, 8 July 2020

2020-07-08T07:41:57Z

Dina at 18:43, 18 June 2020

2020-06-18T18:43:57Z

← Older revision		Revision as of 18:43, 18 June 2020
Line 209:		Line 209:
	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 templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Activity Template, to fit your specific requirements.		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 templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Activity Template, to fit your specific requirements.

	For further instructions on how to export and import Activity Templates, refer to the Activity Templates Sharing Center forum ( [http://~~www.commitcrm.com~~/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)		For further instructions on how to export and import Activity Templates, refer to the Activity Templates Sharing Center forum ( [http://{{SERVERNAME}}/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)
	<br><br>		<br><br>

Dina at 08:26, 20 May 2020

2020-05-20T08:26:06Z

Show changes

Sheli at 08:22, 8 January 2013

2013-01-08T08:22:08Z

← Older revision		Revision as of 08:22, 8 January 2013
Line 2:		Line 2:

	An Activity Template in the CommitCRM system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.		An Activity Template in the CommitCRM system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.


			'''[http://www.commitcrm.com/videos/commit_activity_templates_video.htm >> Click here to watch a video about using Activity Templates in CommitCRM].'''
			<br><br>

	== Overview ==		== Overview ==
Line 15:		Line 19:

	For more information on applying Activity Templates, see the Activating the [[Activity Templates#Applying Templates\|Applying Templates section]].		For more information on applying Activity Templates, see the Activating the [[Activity Templates#Applying Templates\|Applying Templates section]].

			[http://www.commitcrm.com/videos/commit_activity_templates_video.htm Click here to watch a video about using Activity Templates in CommitCRM].

	==Activity Templates Examples==		==Activity Templates Examples==
Line 283:		Line 289:

	==See Also==		==See Also==
			*[http://www.commitcrm.com/videos/commit_activity_templates_video.htm Watch Video]
	*[[Activity Templates for Accounts]]		*[[Activity Templates for Accounts]]
	*[[Activity Templates for Assets]]		*[[Activity Templates for Assets]]

Sheli: /* Sharing Activity Templates */

2010-07-09T15:00:07Z

Sharing Activity Templates

← Older revision		Revision as of 15:00, 9 July 2010
Line 203:		Line 203:
	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 templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Activity Template, to fit your specific requirements.		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 templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Activity Template, to fit your specific requirements.

	For further instructions on how to export and import ~~reports~~, refer to the Activity Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)		For further instructions on how to export and import Activity Templates, refer to the Activity Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)
	<br><br>		<br><br>

Sheli: /* Sharing Activity Templates */

2010-07-09T14:56:57Z

Sharing Activity Templates

← Older revision		Revision as of 14:56, 9 July 2010
Line 197:		Line 197:

	==Sharing Activity Templates==		==Sharing Activity Templates==
	Starting with CommitCRM 5.4 you can easily share Activity Templates using a dedicated forum.		Starting with CommitCRM 5.4 you can easily share Activity Templates with other CommitCRM users, using a dedicated forum.

	Each of the shared Activity Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in CommitCRM.		Each of the shared Activity Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in CommitCRM.

Sheli: /* Sharing Activity Templates */

2010-07-09T14:56:04Z

Sharing Activity Templates

← Older revision		Revision as of 14:56, 9 July 2010
Line 204:		Line 204:

	For further instructions on how to export and import reports, refer to the Activity Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)		For further instructions on how to export and import reports, refer to the Activity Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)
			<br><br>

	==Contract Linked Activity Templates==		==Contract Linked Activity Templates==

Sheli: /* Editing, Copying, and Deleting Templates */

2010-07-09T14:55:43Z

Editing, Copying, and Deleting Templates

← Older revision		Revision as of 14:55, 9 July 2010
Line 194:		Line 194:

	<u>Note:</u> If the template you wish to delete has been assigned to a contract as a Linked Activity Template, the system will not allow for the template to be deleted. For more information about Linked Activity Templates, see the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.		<u>Note:</u> If the template you wish to delete has been assigned to a contract as a Linked Activity Template, the system will not allow for the template to be deleted. For more information about Linked Activity Templates, see the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.
			<br><br>

	==Sharing Activity Templates==		==Sharing Activity Templates==

Sheli: /* Editing, Copying, and Deleting Templates */

2010-07-09T14:55:09Z

Editing, Copying, and Deleting Templates

← Older revision		Revision as of 14:55, 9 July 2010
Line 193:		Line 193:
	#Click '''Delete''' from the Activity Templates menu.		#Click '''Delete''' from the Activity Templates menu.

	<u>Note:</u> If the template you wish to delete has been assigned to a contract as a Linked Activity Template, the system will not allow for the template to be deleted. For more information about Linked Activity Templates, see the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.		<u>Note:</u> If the template you wish to delete has been assigned to a contract as a Linked Activity Template, the system will not allow for the template to be deleted. For more information about Linked Activity Templates, see the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.

			==Sharing Activity Templates==
			Starting with CommitCRM 5.4 you can easily share Activity Templates using a dedicated forum.

			Each of the shared Activity Templates can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in CommitCRM.

			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 templates which may be very well-suited for your needs. All templates can then be further adjusted like any other Activity Template, to fit your specific requirements.

			For further instructions on how to export and import reports, refer to the Activity Templates Sharing Center forum ( [http://www.commitcrm.com/forum/showthread.php?t=1548 Enter Activity Templates Sharing Center].)

	==Contract Linked Activity Templates==		==Contract Linked Activity Templates==

Yarden at 14:07, 12 August 2009

2009-08-12T14:07:31Z

← Older revision		Revision as of 14:07, 12 August 2009
Line 1:		Line 1:
			{{usermanualsnav}}

	An Activity Template in the CommitCRM system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.		An Activity Template in the CommitCRM system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.