CRM Letter Template Maintenance program maintains server based Word templates for mail merge. Template Maintenance program allows you to create the word template with the required variable fields. The template is then registered to validate the variables on the template. When the template is error-free and a change has been detected the version is updated (increased by 1). The latest version is used when a new e-mail or document is generated.
The template is stored by function CRW200 in the server path defined in XAM160 Data Exchange and control file ********/DE-SVR.
This program allows you to
- Create/Maintain letter templates with required variable fields
- Register a template for use
Create a new letter template in CRM
- In the menu, expand Publishing Modules > Customer Relationship Management > CRM Maintenance > CRM Letters and double-click CRM Maintenance of Ltr Templates. CRW200 Letter Maintenance panel appears, listing all the existing letter templates within CRM. Templates that are highlighted has errors.
- Click Add. CRW200 Letter Maintenance panel appears in Add mode.
- Enter the following information.
| Field | Description |
| Letter Id | The Letter ID must be the template ID of the master word template on the template directory. |
| Description | A description for the Letter. |
| Template Id |
This is the CRM system template that will be used to create an incident for the letter generation. The incident will be created when the CRM letter is generated. |
| Language | The language the letter is to be generated in. Prompt to select a valid code from ********/LNG. |
| Server code | Server code will default from the setup on the Document exchange for the function. |
| Version | The version of the letter, which will default to 0000 on creation and it will be increased by 1 each time a change is detected on further maintenance. |
| Timestamp | Current date and time of the Letter template creation. |
- Click OK to save the template. The new template will be listed with version 0000 awaiting update and registration.
The following options are available to update the template, register the template and fix any errors.
| Option | Description |
| Word |
This will open the latest word template from the document directory and allow you to update the template as required with the available variables. The variables are dependent on the source of the system template for the incident and is defined on TMSCRM/TMP-VARL. Java agent must be running when using this option. |
| Fields | Accesses the field variables that are already used in the letter template. Any fields that are highlighted has errors. From this listing you use function All to view all the available fields. |
| Register |
Registers the template for availability. If errors are encountered the template is highlighted. The errors can be reviewed using option Fields. |
| Copy | Allows you to copy an existing template into a new template. |
Register letter template
- In the menu, expand Publishing Modules > Customer Relationship Management > CRM Maintenance > CRM Letters and double-click CRM Maintenance of Ltr Templates. CRW200 Letter Maintenance panel appears, listing all the existing letter templates within CRM.
- Select the newly created Letter and select option Word. Java agent must be running for this. The system will open the word template from the template directory.
- Update the template as required with the variables. The variables are dependent on the source of the system template for the incident and is defined on TMSCRM/TMP-VARL.
- Save and close the updated template.
- Validate the updated letter template using option Register. This will check for any errors:
- if error-free then the template version is updated by 1. The updated latest version is written to the document directory and is ready for use in the letter generation. The master template on the template directory will be updated with the changes.
- if there are errors, then the Letter would be highlighted. View the errors using option Fields and amend the template to fix any errors and re-register.
