Configuring templates

You can manage templates for activities, documents, events, and the contact center from the Document Codes page. You can also manage document types, merge fields, and dashboard badges.

An activity template enables users to create schedule items and tasks in NexJ CRM.

A contact center template is a task template that is associated with either inbound or outbound calls. A contact center template specifies reminders, security, attachments, statuses, and outcomes.

A document template is a document type that is used when creating documents specifically for individual entities.

An event template enables users to create events in NexJ CRM. Template properties include the event name and icon, and the initial status for events created from the template.

The Document Codes page has seven main tabs:

Activity Templates tab

Use this tab to manage activity templates, which are used to create schedule items and tasks in NexJ CRM. It is divided into two areas:

• The activity templates list on the left. This area displays a list of all existing activity templates.
• The detail area on the right, which displays all of the information related to a selected activity template. This area contains the following tabs:
  • Details tab
    This tab displays the basic properties of the activity template, including name, description, and icon.
  • Attachments tab
    This tab displays any attachments that are associated with the activity template by default.
  • Statuses tab
    This tab displays the default status of the activity template and other statuses that can be applied to it.

Contact Center Templates

Use this tab to manage contact center templates, which are task templates that are associated with either inbound or outbound calls and that specify reminders, security, attachments, statuses, and outcomes. It is divided into two areas:

• Default Templates
  Use this area to specify which existing task templates should be associated with contact center templates.
• Follow-up Activities
  Use this area to specify which follow-up activities users should be able to assign for a caller.

Document Types tab

Use this tab to manage document types, which are used when creating documents in the Document Manager provided in NexJ CRM. It is divided into two areas:

• The documents list on the left. This area displays a list of all existing document types.
• The detail area on the right, which displays all of the information related to a selected document type. This area contains the following tabs:
  • Details tab
    This tab displays the basic properties of the document type, including name, template description, and icon.
  • Statuses tab
    This tab displays the default status of the document type and other statuses that can be applied to it.

Document Templates tab

Use this tab to manage document templates. A document template is a document type that is used when creating documents specifically for individual entities. This tab is divided into two areas:

• The document template list on the left. This area displays a list of all existing document templates.
• The detail area on the right, which displays all of the information related to a selected document template. This area contains the following tabs:
  • Details
    This tab displays the basic properties of the document template, including name, notes, and security settings.
  • Attachments
    This tab displays any attachments that are associated with the document template by default.

Merge Fields tab

Use this tab to manage NexJ merge fields. It is divided into two areas:

• The merge fields list on the left. This area displays a list of all existing merge fields.
• The details area on the right, which displays all of the information related to a selected merge field. This area contains the following fields:
  • Token Name
    Specifies the placeholder name for the merge field. Should be a meaningful indication of what information will be populated.
  • Description
    Provides a brief description of the merge field's intended content.
  • Expression
    Calculated code value that defines the merge field and determines the data that is populated from NexJ's database.

Badges tab

Use this tab to manage activity badges. It is divided into two areas:

• The badges area, which contains the following two tabs:
  • Occurrence Badges
    Displays a list of all existing occurrence badges for activities.
  • Series Badges
    Displays a list of all existing series badges for activities.
• The Detail area, which shows properties of the selected activity badge.

Event Templates tab

Use this tab to manage event templates. This tab is divided into two areas:

• The event template list on the left. This area displays a list of all existing event templates.
• The detail area on the right, which displays all of the information related to a selected event template, which contains the following tab:
  • Details
    This tab displays basic properties of the event template, including locale, name, description, note, icon, and security settings.