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  11. W/with CRM contact template

W/with CRM contact template

CRM contact templates for external users (e-Commerce users) are based on the CRM access types which determines the access levels. Template values can be defaulted based on the access types.

Add a contact template

  1. In the menu, expand Publishing Modules > Customer Relationship Management > CRM Maintenance > Templates and double-click Work with CRM Contact Template. CRW045 Work with Contact Template panel appears, listing all the existing contact templates. 
  2. Click Add to add a new contact template. CRW045 Work with Contact Template panel appears in add mode.
  3. Enter the Template ID and a description for the new template and click OK.
  4. Select the Access type. Access type determine what fields and classifications the user can view/change/or have no access at all.
  5. Flag all the fields on the panel as either of the following:
    1. to be defaulted and specify the default value wherever required.
    2. not to be defaulted
  6. Page down and enter the above information all panels and click OK to save the Contact template. 
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