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CRM_BP_ASSIGNMINITEM - Assign Mini-Templates to Templates

CRM_BP_ASSIGNMINITEM - Assign Mini-Templates to Templates

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In this activity, you assign the sales-area-dependent mini-templates you have defined to templates you have already created. These are templates based on the template type CRM_SALES (CRM Sales Area Data).

To do this, you select the template to which you want to assign a mini-template. In the dialog box, you select the relevant mini-template type from a preselection of those allowed. In the following screen, enter the relevant mini-template by choosing New Entries. Only one entry is allowed as you are not allowed to assign more than one mini-template per mini-template type and template type.

The following mini-template types are delivered as standard, but you may also have defined your own:

  • CRM_BILLING_SA
  • CRM_SALES_SA
  • CRM_SHIPPING_SA
  • CRM_STATUS_SA






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