Templates

JustRelate CRM template management enables you to use ready-made correspondence templates, report templates and text module templates for product lists, e.g., in quotes, in your daily work. Particularly, correspondence templates can be customized for many different purposes. The templates usually have a very complex structure for the server-driven automatic production of reports and correspondences. Therefore, they can hardly be compared to "normal" templates in Microsoft Word. Templates are not documents and therefore managed in their own modules.

As a user, you can adjust complete and approved templates for correspondences with some restric­tions and considering some limitations.

Note: Your administrator, customizer or JustRelate project engineer will be happy to help with creating or editing templates. Usually, dedicated training is required for creating or adapting templates.

Adapting complex reports, in particular for quote generation or product specification, and creating custom templates including changes to the structure and field contents requires deep knowledge of the CRM data model, the XML loader in PiSA cubes, XML (XSL) and XPath as well as the basics of the Windward syntax (report engine).

Tools for creating templates and reports

In JustRelate CRM, the following reporting tools are available: BIRT, MS Word mail merge, WINDWARD (only for gen­erating quotes). For creating email templates, data sheets and reports, the corresponding templates are included.

Attention

Attention: With 64bit Office, please use only the CRM web client. The interface to the Windows client is not supported by 64bit Office (no matter which version). This also means that neither Windward templates nor Office doc­uments can be edited using the Windows client. Checking in documents will fail, or the template assistant is not called at all.

Quick correspondences and reports

The templates for correspondences automatically create a document for further processing. The templates for reports create documents for concisely displaying data from masks, lists or complete cases.

You can create correspondences as an activity in the respective module. Depending on the dispatch type, this creates a writable document (letter, fax etc.) you can edit using your word processor (e.g. MS Word), or an HTML email you can edit in the CLOB editor. When finished, you can check in the document or email to the database.

Most JustRelate CRM modules let you create and display a report (data sheet) at the touch of a button (standard print button). The templates are already integrated in the corresponding form (object). Thus, a quote, a case overview, an activity overview, or a contact data sheet can be quickly cre­ated.

Creating a serial letter using MS Word mail merge

JustRelate CRM allows you to generate letters and faxes using the integrated MS Word serial letter functionality. Thus, you can continue to use existing MS Word serial letter templates almost without modifying them. There is no need to convert docx templates to special CRM templates.

In the template management, a Microsoft Word standard print master document can be used as a template for a serial letter. In the CRM template form, PSA_RPT_CP_LET_WRD_SER must be specified as the loader, and WRD_SER (Microsoft Word standard print func­tionality) as the tool.

The WRD_SER tool does not generate an XML file but a Microsoft Word standard print data source. The data item names are automatically generated from the loader’s classes and field filters.

When editing the template, the CRM-specific template assistant is not opened. Instead, you can select the data fields with the help of the MS Word-specific serial letter assistant.

Note: This feature allows you to easily continue to use simple "old" Word serial letter templates almost unchanged. All you need to do is replace the "old" dynamic content with CRM fields.

See also: Activities and tasks, Using MS-Word mail merge

Changed ownership concept for report elements

Your JustRelate project engineer will be happy to help you if this ownership concept needs to be implemented in your CRM system.

Attention

Attention: In the standard and in customer projects based on JustRelate CRM versions prior to 7.5, the search is restricted to objects of the "salesadmin" user.

Background: In JustRelate CRM versions prior to 7.5, a concept for loading reports is used that could cause problems in the project engineering phase. The migration loader PSA_LOA_RPT takes DTOs including implementations with it that were built for report manager selectors and loader classes. In this process, a search for owner = salesadmin or customizer is performed. In this case, unwanted transfer of deviating software versions could occur.

Info

Admin / Customizer: To do this in customer projects, open the DTO PSC_LOA_QUE, and run a combined search in the standard list on "Field name" for PSC_OWN, and on "Search entry" for 1000 | 2000. In the uncorrected state, you will find 9 or 10 records whose owner is 45. The "Search entry" must be changed to 1000.

To achieve a complete transfer, in some projects the repository components that have been developed specifically for reporting must be transferred back to the "salesadmin" user, or transferred separately.