Templates
Setting up, using and managing templates
Create templates in Access Recruitment CRMThis article explains how to create a template for your consultants to use and how to create new merge fields in templates in a few easy steps.
Copied text from external software into a template gives bad formattingThis article explains what to do if, after copying and pasting content from external software, into a template, when sending via email the formatting is off. Layout is wrong, random…
Attach a file to a TemplateThis article explains how to attach a file or document to a template.
'Message An error has occurred' when applying a template that has the email signature merge field includedWhen I try to apply a template with the signature merge field in I get an error saying:
Message 'An error has occurred'
Adding a Job templateThis article explains how to add a new Job template to the system and where to do it.
How To Change a HTML Invoice TemplateYou can edit your HTML invoice template or HTML eMail template