Table Templates
Allows you to create word and excel templates that fetches data from subtables without writing a single line of code. Without Table Templates, creating the same template would require a customization hard coded to produce that exact (and only that) template. With Table Templates you, as a Lime CRM user, can easily set up similar templates, as many as you wish.
Features
Create a Word or Excel template in the Template Manager in Lime CRM Desktop Client with one or more tables with only a header row. Use Table Templates to choose what table, subtable and fields that should fill the table and make a nice template.
Examples of use cases:
- A quotation template
- A participant list
Word Templates
Create more advanced templates in Word.
Excel Templates
Create more advanced templates in Excel.
Mass Create Documents
Select multiple records and mass create documents based on a template.