Setting up the template
The help guide will cover creating a list of contacts and their contact details.
Open Control Panel
Open Template Manager
Within Template Manager. Select Create new in the tool bar menu
This will open Create new template screen
Template name - Create document name
- Rich editing document (Create a document using a text editor)
- HTML document (Create a document in pure HTML)
- Email (Create an email template)
- SMS (Create a text message template)
- Context based available fields with particular parameters
For example Tenancy Data source, has all the tenancy information, related tenants and owner.
- Group your templates by standard business processes
Certain templates can be accessed from client login accounts if enabled on this profile field. By default only Staff and Admin users will have access to the template.
Description - Create a unique description for users to see when using this template
Contact Report with Contact Details
In this example, we want a contact report for a list of contacts.
Template Type: Rich editing document
Data source: Contacts List
Note: This data source will set the parameters to list and make available fields that relate to the contacts.
Template Usage: Contacts List
Select Create template and this will open the template screen
Select Rich text source editor to edit the template source
We want a simple list of names, emails and contact numbers.
Select Insert fields
There two types of fields:
Singular fields, can be clicked on and inserted.
List fields, need to have the main list field selected first, then the singular fields inserted within the list field.
Example of inserting a list field and then the singular first name field within:
So to make a simple list, we carry on adding the needed fields and any text that we also want in the report:
Once done, save changes.
To run and test a contact list report, go to Contacts, select the contacts that you wish to include within the report and generate.