Please note the software doesn't support tags within Text Boxes. If you don't want to display the customer id you can simply delete the customer id tag and the text that goes with it,Īnd the customer id will not be displayed on documents generated from that template.įor a list of the special tags that can be used, see CRM Template Tags Microsoft Word Text Boxes If you don't want to display something that is generated by the special tags you can just delete the special tag. You can edit the header and footer to add your company logo,Ĭompany name and address, telephone number etc. For example you can change 'Thank you for your custom'. Which are replaced with the specific customer details when a document is created, and there are free text areas which you can customize as you please.Īnything that isn't within special tags can be edited. You can edit the wording, change the fonts, add your business details and logo etc - see Add Logo to Template This is how the 'formal' free form Invoice Template looks when you first edit it. If you want to use an existing template you can either add this to the built-in Document Types or create a new Document Type - see Create New Templateįor more information and how to get started, see Invoice and Quote Templates Explained This displays the Template in Microsoft Word where you can use standard Word facilities to edit the Template to suit your business requirements. On the Maintain Templates form, you can select the template type you would like to edit eg Invoice - freeform, select an individual template eg formal.doc and click Edit Template.

Just select Tools->Maintain Templates to get to the list of templates you can edit. The Templates themselves are also Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced. Amphis Customer CRM Software generates Quotes, Invoices, Customer Letters, Reminders, Job Sheets etc as Word documents and there is a Document Template for each type of document.Īmphis Customer supports Multiple Quote and Invoice Templates and 3 styles of templates are supplied, 'original', 'blue' and 'formal'.

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