Follow

Activity Templates

Activity templates can be used in conjuction with activities to provide a way for users to provide structured information. Activities that are created with a template will also create a PDF document that can be downloaded, printed, or emailed right from Crelate! Our Professional customers will receive 5 activity templates and our Business customers will have 25 available. If your question is specifically regarding Field Mappings, check out our article on that topic along with the below.

For further information on this topic, you may also reference our video here: Managing Activity Templates

Here are the steps to create an activity template and put it to use:

Step 1: Build your template

AT2.png

 

Step 2: Put the template to use

AT4.png

 

Step 3: Download, email or print the activity template

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk