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Assign CRM Users to a ERP Customer Template
Template users are assigned by selecting the template and clicking the Users button. To
assign a user to a template place a check by the name of the user. This list will contain
all CRM users.
Default Values for ERP Contacts – Contact Templates
Similar to Customer templates, Contact templates are used to define the default values
when new contacts are created in the back-office system by Sage SalesLogix. You may
assign different templates to different Sage SalesLogix users depending on rights and
values to be entered for a new customer record.
Contact templates can be assigned to users. If a Sage SalesLogix user does not have a
template assigned, the DEFAULT template will be applied.
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