Template Creation

Purpose

In order to use activity journals in Activity Management, you need to create a template type and then assign it to a template. The main differences between the template and template type are:

·         You can assign target groups to the template, but not to the template type

·         You can assign product proposals to the template, but not to the template type. Product proposals are used to identify products discussed with or given to customers, for example, a pain killing product in the pharmaceuticals industry.

 

Note that you cannot use a template without a template type, or vice versa. You must assign a template type to the template when you create a new template.

 

Process Flow

You carry out the following during template creation:

 

1.  Enter a name for the template, and a title for the activity journal.
2. Assign a template type to the template. In order to do so, the template type must have the status Released for Template. When you assign a template type to a template, the following takes place:

• The default fields you selected in the template type, for example, product priority, product status, number of samples, everyday low price, are automatically copied to the template. However, you cannot change these fields in the template. If you want to change these fields for the template, you need to assign a new or different template type to the template.
• The transaction type and activity category assigned to the template type are automatically copied to the template. However, you can still change these for the template, as these can be different from those in the template type. You can only specify one transaction type for each template type, but you can specify more than one category.

3. Enter a validity period for the template.
4. Assign a sales area and territory hierarchy ID for which the template should be valid. If you leave these fields blank, the template type will be valid for all sales organizations and all territory hierarchy IDs.

You can specify a sales area for templates in both CRM Enterprise and CRM Mobile. However, the corresponding activity journal is only determined according to the specified sales area in CRM Enterprise. If you specify a sales area in CRM Mobile and then download the activity journal to CRM Enterprise, it is determined according to the specified sales area in CRM Enterprise.

5. Specify the transaction type and activity category for which the template is to be available.
6. Assign target groups to the template. If you leave this field blank, the template appears for all business partners.
7. Assign product proposals. You can enter the products which you want to appear as product proposals during activity journal execution. These products appear in the activity journal itself, for example, a particular pain killing product could appear in the activity journal for employees in the Pharmaceuticals industry. If you also want to use partner/product ranges (PPRs), check the flag Use PPR. You can also specify default values for product proposals and PPRs.

For more information on assigning product proposals and specifying default values for these, see Product Assignment and their Default Values.

For more information on assigning PPRs and specifying default values for these, see Partner/Product Ranges and their Default Values.

Specifics of CRM Mobile

The Use PPR flag is available in both CRM Mobile and CRM Enterprise. If you set this flag for a specific template in CRM Enterprise, you can call up PPRs for this template once it has been downloaded to CRM Mobile. It is only possible to call up PPRs in the activity journal in CRM Mobile.

For more information on assigning products in CRM Mobile, see Product Assignment.

 

8. Select the status for the template. In order to use the activity template for an activity journal, you need to set the status to Released.

 

You can delete or modify templates with the status Released according to specific criteria. For more information, see The “Features” section under Activity Journals.